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 | $27,134 | $71,883-62.3% | $86,677-68.7% | $68,494-60.4% |
| Participation rate | 67.9% | 72.2%-4.3pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -11.59% | 3.52%-15.1pp | 35.91%-47.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,595 | $2,173-26.6% | $2,836-43.8% | $2,596-38.6% |
| Participant deferral / active EE | $3,913 | $3,779+3.6% | $4,656-16.0% | $4,027-2.8% |
| Admin fee / account holder | $3,328 | $6,112-45.5% | $7,493-55.6% | $5,403-38.4% |