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 | $51,218 | $73,867-30.7% | $143,757-64.4% | $68,494-25.2% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.3pp |
| Annual return | -18.52% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,050 | $3,184-35.6% | $4,951-58.6% | $2,596-21.1% |
| Participant deferral / active EE | $4,069 | $3,384+20.2% | $5,637-27.8% | $4,027+1.0% |
| Admin fee / account holder | $6,306 | $5,755+9.6% | $14,673-57.0% | $5,403+16.7% |