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 | $54,676 | $71,883-23.9% | $86,677-36.9% | $68,494-20.2% |
| Participation rate | 67.5% | 72.2%-4.8pp | 76.6%-9.1pp | 67.9%-0.4pp |
| Annual return | -16.30% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $801 | $2,173-63.1% | $2,836-71.8% | $2,596-69.1% |
| Participant deferral / active EE | $4,970 | $3,779+31.5% | $4,656+6.8% | $4,027+23.4% |
| Admin fee / account holder | $3,337 | $6,112-45.4% | $7,493-55.5% | $5,403-38.2% |