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 | $46,276 | $73,867-37.4% | $143,757-67.8% | $68,494-32.4% |
| Participation rate | 56.1% | 66.7%-10.6pp | 80.3%-24.2pp | 67.9%-11.8pp |
| Annual return | -17.10% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,270 | $3,184-60.1% | $4,951-74.4% | $2,596-51.1% |
| Participant deferral / active EE | $2,540 | $3,384-25.0% | $5,637-54.9% | $4,027-36.9% |
| Admin fee / account holder | $2,413 | $5,755-58.1% | $14,673-83.6% | $5,403-55.3% |