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 | $51,927 | $81,900-36.6% | $119,609-56.6% | $68,494-24.2% |
| Participation rate | 62.2% | 71.9%-9.7pp | 79.3%-17.1pp | 67.9%-5.7pp |
| Annual return | -15.23% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,974 | $2,693-26.7% | $4,232-53.4% | $2,596-24.0% |
| Participant deferral / active EE | $3,008 | $4,148-27.5% | $5,602-46.3% | $4,027-25.3% |
| Admin fee / account holder | $15,928 | $6,582+142.0% | $10,323+54.3% | $5,403+194.8% |