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 | $56,119 | $71,883-21.9% | $86,677-35.3% | $68,494-18.1% |
| Participation rate | 56.4% | 72.2%-15.9pp | 76.6%-20.2pp | 67.9%-11.5pp |
| Annual return | -11.18% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,245 | $2,173-42.7% | $2,836-56.1% | $2,596-52.1% |
| Participant deferral / active EE | $2,182 | $3,779-42.3% | $4,656-53.1% | $4,027-45.8% |
| Admin fee / account holder | $2,558 | $6,112-58.1% | $7,493-65.9% | $5,403-52.7% |