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 | $61,319 | $73,867-17.0% | $143,757-57.3% | $68,494-10.5% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -16.12% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,011 | $3,184-68.3% | $4,951-79.6% | $2,596-61.1% |
| Participant deferral / active EE | $2,162 | $3,384-36.1% | $5,637-61.7% | $4,027-46.3% |
| Admin fee / account holder | $5,152 | $5,755-10.5% | $14,673-64.9% | $5,403-4.6% |