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 | $42,289 | $71,883-41.2% | $86,677-51.2% | $68,494-38.3% |
| Participation rate | 61.7% | 72.2%-10.5pp | 76.6%-14.8pp | 67.9%-6.2pp |
| Annual return | -12.60% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,329 | $2,173-38.9% | $2,836-53.2% | $2,596-48.8% |
| Participant deferral / active EE | $2,486 | $3,779-34.2% | $4,656-46.6% | $4,027-38.3% |
| Admin fee / account holder | $8,898 | $6,112+45.6% | $7,493+18.7% | $5,403+64.7% |