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 | $58,130 | $71,883-19.1% | $86,677-32.9% | $68,494-15.1% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -17.34% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $833 | $2,173-61.7% | $2,836-70.6% | $2,596-67.9% |
| Participant deferral / active EE | $1,762 | $3,779-53.4% | $4,656-62.2% | $4,027-56.2% |
| Admin fee / account holder | $1,451 | $6,112-76.3% | $7,493-80.6% | $5,403-73.1% |