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 | $62,734 | $71,883-12.7% | $86,677-27.6% | $68,494-8.4% |
| Participation rate | 52.1% | 72.2%-20.1pp | 76.6%-24.4pp | 67.9%-15.8pp |
| Annual return | -14.02% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $655 | $2,173-69.9% | $2,836-76.9% | $2,596-74.8% |
| Participant deferral / active EE | $2,764 | $3,779-26.9% | $4,656-40.6% | $4,027-31.4% |
| Admin fee / account holder | $522 | $6,112-91.5% | $7,493-93.0% | $5,403-90.3% |