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 | $31,239 | $71,883-56.5% | $86,677-64.0% | $68,494-54.4% |
| Participation rate | 67.6% | 72.2%-4.6pp | 76.6%-8.9pp | 67.9%-0.2pp |
| Annual return | -15.75% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,678 | $2,173-22.8% | $2,836-40.8% | $2,596-35.4% |
| Participant deferral / active EE | $3,837 | $3,779+1.5% | $4,656-17.6% | $4,027-4.7% |
| Admin fee / account holder | $1,782 | $6,112-70.8% | $7,493-76.2% | $5,403-67.0% |