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 | $40,332 | $71,883-43.9% | $86,677-53.5% | $68,494-41.1% |
| Participation rate | 52.7% | 72.2%-19.5pp | 76.6%-23.8pp | 67.9%-15.2pp |
| Annual return | -17.38% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,286 | $2,173-40.8% | $2,836-54.7% | $2,596-50.5% |
| Participant deferral / active EE | $2,309 | $3,779-38.9% | $4,656-50.4% | $4,027-42.7% |
| Admin fee / account holder | $24,455 | $6,112+300.1% | $7,493+226.4% | $5,403+352.6% |