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 | $60,309 | $73,867-18.4% | $143,757-58.0% | $68,494-12.0% |
| Participation rate | 52.5% | 66.7%-14.2pp | 80.3%-27.8pp | 67.9%-15.4pp |
| Annual return | -13.82% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,704 | $3,184-46.5% | $4,951-65.6% | $2,596-34.4% |
| Participant deferral / active EE | $2,616 | $3,384-22.7% | $5,637-53.6% | $4,027-35.0% |
| Admin fee / account holder | $8,284 | $5,755+44.0% | $14,673-43.5% | $5,403+53.3% |