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 | $47,687 | $73,867-35.4% | $143,757-66.8% | $68,494-30.4% |
| Participation rate | 59.0% | 66.7%-7.7pp | 80.3%-21.3pp | 67.9%-8.9pp |
| Annual return | -12.77% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,482 | $3,184-53.5% | $4,951-70.1% | $2,596-42.9% |
| Participant deferral / active EE | $2,510 | $3,384-25.8% | $5,637-55.5% | $4,027-37.7% |
| Admin fee / account holder | $3,135 | $5,755-45.5% | $14,673-78.6% | $5,403-42.0% |