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 | $24,301 | $71,883-66.2% | $86,677-72.0% | $68,494-64.5% |
| Participation rate | 43.8% | 72.2%-28.5pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -17.79% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $701 | $2,173-67.7% | $2,836-75.3% | $2,596-73.0% |
| Participant deferral / active EE | $2,121 | $3,779-43.9% | $4,656-54.4% | $4,027-47.3% |
| Admin fee / account holder | $3,592 | $6,112-41.2% | $7,493-52.1% | $5,403-33.5% |