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 | $40,958 | $71,883-43.0% | $86,677-52.7% | $68,494-40.2% |
| Participation rate | 65.8% | 72.2%-6.5pp | 76.6%-10.8pp | 67.9%-2.1pp |
| Annual return | -15.72% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $965 | $2,173-55.6% | $2,836-66.0% | $2,596-62.8% |
| Participant deferral / active EE | $1,752 | $3,779-53.6% | $4,656-62.4% | $4,027-56.5% |
| Admin fee / account holder | $6,093 | $6,112-0.3% | $7,493-18.7% | $5,403+12.8% |