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 | $72,774 | $42,894+69.7% | $60,874+19.5% | $68,494+6.2% |
| Participation rate | 62.2% | 66.8%-4.6pp | 73.1%-10.9pp | 67.9%-5.7pp |
| Annual return | -17.55% | -13.98%-3.6pp | 16.90%-34.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $979 | $1,978-50.5% | $2,701-63.8% | $2,596-62.3% |
| Participant deferral / active EE | $2,793 | $2,867-2.6% | $3,817-26.8% | $4,027-30.6% |
| Admin fee / account holder | $1,550 | $3,101-50.0% | $3,224-51.9% | $5,403-71.3% |