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 | $62,624 | $64,707-3.2% | $112,228-44.2% | $68,494-8.6% |
| Participation rate | 51.7% | 67.2%-15.5pp | 75.1%-23.4pp | 67.9%-16.2pp |
| Annual return | -19.03% | -11.40%-7.6pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $903 | $2,746-67.1% | $3,635-75.2% | $2,596-65.2% |
| Participant deferral / active EE | $2,552 | $3,565-28.4% | $4,728-46.0% | $4,027-36.6% |
| Admin fee / account holder | $1,814 | $5,232-65.3% | $6,410-71.7% | $5,403-66.4% |