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 | $62,631 | $73,867-15.2% | $143,757-56.4% | $68,494-8.6% |
| Participation rate | 44.0% | 66.7%-22.7pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -16.20% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,502 | $3,184-52.8% | $4,951-69.7% | $2,596-42.2% |
| Participant deferral / active EE | $3,937 | $3,384+16.3% | $5,637-30.2% | $4,027-2.2% |
| Admin fee / account holder | $4,540 | $5,755-21.1% | $14,673-69.1% | $5,403-16.0% |