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 | $43,143 | $64,707-33.3% | $112,228-61.6% | $68,494-37.0% |
| Participation rate | 53.5% | 67.2%-13.7pp | 75.1%-21.6pp | 67.9%-14.4pp |
| Annual return | -19.34% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,859 | $2,746-32.3% | $3,635-48.8% | $2,596-28.4% |
| Participant deferral / active EE | $2,510 | $3,565-29.6% | $4,728-46.9% | $4,027-37.7% |
| Admin fee / account holder | $782 | $5,232-85.1% | $6,410-87.8% | $5,403-85.5% |