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 | $34,217 | $71,883-52.4% | $86,677-60.5% | $68,494-50.0% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.7pp |
| Annual return | -14.37% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,356 | $2,173-37.6% | $2,836-52.2% | $2,596-47.8% |
| Participant deferral / active EE | $2,555 | $3,779-32.4% | $4,656-45.1% | $4,027-36.6% |
| Admin fee / account holder | $1,237 | $6,112-79.8% | $7,493-83.5% | $5,403-77.1% |