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 | $67,611 | $71,883-5.9% | $86,677-22.0% | $68,494-1.3% |
| Participation rate | 42.9% | 72.2%-29.4pp | 76.6%-33.7pp | 67.9%-25.0pp |
| Annual return | -9.41% | 3.52%-12.9pp | 35.91%-45.3pp | -7.84%-1.6pp |
| Employer contribution / active EE | $2,655 | $2,173+22.2% | $2,836-6.4% | $2,596+2.3% |
| Participant deferral / active EE | $3,164 | $3,779-16.3% | $4,656-32.1% | $4,027-21.4% |
| Admin fee / account holder | $45,917 | $6,112+651.3% | $7,493+512.8% | $5,403+749.9% |