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 | $41,660 | $42,383-1.7% | $76,523-45.6% | $64,186-35.1% |
| Participation rate | 36.0% | 58.1%-22.1pp | 68.0%-32.0pp | 69.6%-33.6pp |
| Annual return | -5.91% | -16.54%+10.6pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,367 | $1,563+51.4% | $2,647-10.6% | $2,381-0.6% |
| Participant deferral / active EE | $4,031 | $2,566+57.1% | $3,835+5.1% | $3,470+16.2% |
| Admin fee / account holder | $4,877 | $3,198+52.5% | $4,848+0.6% | $4,888-0.2% |