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 | $62,877 | $73,867-14.9% | $143,757-56.3% | $68,494-8.2% |
| Participation rate | 60.5% | 66.7%-6.1pp | 80.3%-19.8pp | 67.9%-7.4pp |
| Annual return | -13.24% | 1.01%-14.2pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,236 | $3,184-61.2% | $4,951-75.0% | $2,596-52.4% |
| Participant deferral / active EE | $1,978 | $3,384-41.6% | $5,637-64.9% | $4,027-50.9% |
| Admin fee / account holder | $12,713 | $5,755+120.9% | $14,673-13.4% | $5,403+135.3% |