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 | $50,586 | $71,883-29.6% | $86,677-41.6% | $68,494-26.1% |
| Participation rate | 56.3% | 72.2%-16.0pp | 76.6%-20.3pp | 67.9%-11.6pp |
| Annual return | -16.41% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $608 | $2,173-72.0% | $2,836-78.6% | $2,596-76.6% |
| Participant deferral / active EE | $1,924 | $3,779-49.1% | $4,656-58.7% | $4,027-52.2% |
| Admin fee / account holder | $5,247 | $6,112-14.1% | $7,493-30.0% | $5,403-2.9% |