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 | $77,714 | $71,883+8.1% | $86,677-10.3% | $68,494+13.5% |
| Participation rate | 22.7% | 72.2%-49.5pp | 76.6%-53.8pp | 67.9%-45.2pp |
| Annual return | -17.51% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,897 | $3,779-49.8% | $4,656-59.3% | $4,027-52.9% |
| Admin fee / account holder | $338 | $6,112-94.5% | $7,493-95.5% | $5,403-93.7% |