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 | $52,870 | $73,867-28.4% | $143,757-63.2% | $68,494-22.8% |
| Participation rate | 68.9% | 66.7%+2.2pp | 80.3%-11.5pp | 67.9%+1.0pp |
| Annual return | -15.80% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,264 | $3,184-60.3% | $4,951-74.5% | $2,596-51.3% |
| Participant deferral / active EE | $2,916 | $3,384-13.8% | $5,637-48.3% | $4,027-27.6% |
| Admin fee / account holder | $1,995 | $5,755-65.3% | $14,673-86.4% | $5,403-63.1% |