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 | $51,348 | $73,867-30.5% | $143,757-64.3% | $68,494-25.0% |
| Participation rate | 62.9% | 66.7%-3.7pp | 80.3%-17.4pp | 67.9%-5.0pp |
| Annual return | -17.15% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,432 | $3,184-23.6% | $4,951-50.9% | $2,596-6.3% |
| Participant deferral / active EE | $4,144 | $3,384+22.5% | $5,637-26.5% | $4,027+2.9% |
| Admin fee / account holder | $3,147 | $5,755-45.3% | $14,673-78.6% | $5,403-41.8% |