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 | $41,970 | $71,883-41.6% | $86,677-51.6% | $68,494-38.7% |
| Participation rate | 32.9% | 72.2%-39.4pp | 76.6%-43.7pp | 67.9%-35.0pp |
| Annual return | -18.60% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,143 | $2,173-47.4% | $2,836-59.7% | $2,596-56.0% |
| Participant deferral / active EE | $2,278 | $3,779-39.7% | $4,656-51.1% | $4,027-43.4% |
| Admin fee / account holder | $2,865 | $6,112-53.1% | $7,493-61.8% | $5,403-47.0% |