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 | $56,763 | $73,867-23.2% | $143,757-60.5% | $68,494-17.1% |
| Participation rate | 63.3% | 66.7%-3.3pp | 80.3%-17.0pp | 67.9%-4.6pp |
| Annual return | -17.26% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,608 | $3,184+13.3% | $4,951-27.1% | $2,596+39.0% |
| Participant deferral / active EE | $6,243 | $3,384+84.5% | $5,637+10.7% | $4,027+55.0% |
| Admin fee / account holder | $2,521 | $5,755-56.2% | $14,673-82.8% | $5,403-53.3% |