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 | $50,227 | $56,357-10.9% | $104,294-51.8% | $68,494-26.7% |
| Participation rate | 51.3% | 63.3%-12.0pp | 73.3%-22.0pp | 67.9%-16.6pp |
| Annual return | -17.73% | -9.19%-8.5pp | 24.61%-42.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,651 | $1,960-15.8% | $3,372-51.0% | $2,596-36.4% |
| Participant deferral / active EE | $3,338 | $3,077+8.5% | $4,625-27.8% | $4,027-17.1% |
| Admin fee / account holder | $6,347 | $4,903+29.5% | $7,339-13.5% | $5,403+17.5% |