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 | $53,121 | $71,883-26.1% | $86,677-38.7% | $68,494-22.4% |
| Participation rate | 62.7% | 72.2%-9.6pp | 76.6%-13.9pp | 67.9%-5.2pp |
| Annual return | -18.11% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,741 | $3,779-27.5% | $4,656-41.1% | $4,027-31.9% |
| Admin fee / account holder | $1,109 | $6,112-81.9% | $7,493-85.2% | $5,403-79.5% |