See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,146 | $71,883-10.8% | $86,677-26.0% | $68,494-6.3% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -16.47% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,001 | $2,173-7.9% | $2,836-29.4% | $2,596-22.9% |
| Participant deferral / active EE | $3,787 | $3,779+0.2% | $4,656-18.7% | $4,027-6.0% |
| Admin fee / account holder | $6,376 | $6,112+4.3% | $7,493-14.9% | $5,403+18.0% |