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 | $44,284 | $71,883-38.4% | $86,677-48.9% | $68,494-35.3% |
| Participation rate | 63.0% | 72.2%-9.3pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -15.43% | 3.52%-19.0pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,599 | $2,173-26.4% | $2,836-43.6% | $2,596-38.4% |
| Participant deferral / active EE | $3,469 | $3,779-8.2% | $4,656-25.5% | $4,027-13.9% |
| Admin fee / account holder | $15,800 | $6,112+158.5% | $7,493+110.9% | $5,403+192.5% |