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 5-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 | $62,497 | $81,900-23.7% | $119,609-47.7% | $68,494-8.8% |
| Participation rate | 67.6% | 71.9%-4.3pp | 79.3%-11.7pp | 67.9%-0.3pp |
| Annual return | -15.92% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,250 | $2,693-16.5% | $4,232-46.8% | $2,596-13.3% |
| Participant deferral / active EE | $4,537 | $4,148+9.4% | $5,602-19.0% | $4,027+12.7% |
| Admin fee / account holder | $30,529 | $6,582+363.8% | $10,323+195.7% | $5,403+465.1% |