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 | $50,395 | $64,707-22.1% | $112,228-55.1% | $68,494-26.4% |
| Participation rate | 61.3% | 67.2%-5.9pp | 75.1%-13.8pp | 67.9%-6.6pp |
| Annual return | -13.02% | -11.40%-1.6pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,355 | $2,746-50.7% | $3,635-62.7% | $2,596-47.8% |
| Participant deferral / active EE | $2,225 | $3,565-37.6% | $4,728-52.9% | $4,027-44.8% |
| Admin fee / account holder | $9,552 | $5,232+82.6% | $6,410+49.0% | $5,403+76.8% |