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 | $65,113 | $71,883-9.4% | $86,677-24.9% | $68,494-4.9% |
| Participation rate | 52.4% | 72.2%-19.9pp | 76.6%-24.2pp | 67.9%-15.5pp |
| Annual return | -18.75% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,255 | $2,173-42.2% | $2,836-55.8% | $2,596-51.7% |
| Participant deferral / active EE | $1,917 | $3,779-49.3% | $4,656-58.8% | $4,027-52.4% |
| Admin fee / account holder | $1,252 | $6,112-79.5% | $7,493-83.3% | $5,403-76.8% |