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 | $53,390 | $73,867-27.7% | $143,757-62.9% | $68,494-22.1% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -19.31% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,240 | $3,184-29.7% | $4,951-54.8% | $2,596-13.7% |
| Participant deferral / active EE | $4,259 | $3,384+25.8% | $5,637-24.4% | $4,027+5.8% |
| Admin fee / account holder | $1,336 | $5,755-76.8% | $14,673-90.9% | $5,403-75.3% |