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 | $54,714 | $71,883-23.9% | $86,677-36.9% | $68,494-20.1% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.3pp |
| Annual return | -11.49% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $882 | $2,173-59.4% | $2,836-68.9% | $2,596-66.0% |
| Participant deferral / active EE | $3,620 | $3,779-4.2% | $4,656-22.3% | $4,027-10.1% |
| Admin fee / account holder | $18,782 | $6,112+207.3% | $7,493+150.6% | $5,403+247.6% |