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 | $47,299 | $73,867-36.0% | $143,757-67.1% | $68,494-30.9% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.4pp | 67.9%-5.0pp |
| Annual return | -16.80% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,722 | $3,184-45.9% | $4,951-65.2% | $2,596-33.7% |
| Participant deferral / active EE | $2,895 | $3,384-14.5% | $5,637-48.6% | $4,027-28.1% |
| Admin fee / account holder | $730 | $5,755-87.3% | $14,673-95.0% | $5,403-86.5% |