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 | $64,614 | $71,883-10.1% | $86,677-25.5% | $68,494-5.7% |
| Participation rate | 35.7% | 72.2%-36.5pp | 76.6%-40.9pp | 67.9%-32.2pp |
| Annual return | -17.03% | 3.52%-20.6pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $860 | $2,173-60.4% | $2,836-69.7% | $2,596-66.9% |
| Participant deferral / active EE | $1,859 | $3,779-50.8% | $4,656-60.1% | $4,027-53.8% |
| Admin fee / account holder | $1,424 | $6,112-76.7% | $7,493-81.0% | $5,403-73.6% |