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 | $39,308 | $71,883-45.3% | $86,677-54.6% | $68,494-42.6% |
| Participation rate | 54.0% | 72.2%-18.3pp | 76.6%-22.6pp | 67.9%-13.9pp |
| Annual return | -15.56% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,116 | $2,173-48.6% | $2,836-60.7% | $2,596-57.0% |
| Participant deferral / active EE | $3,703 | $3,779-2.0% | $4,656-20.5% | $4,027-8.0% |
| Admin fee / account holder | $1,068 | $6,112-82.5% | $7,493-85.8% | $5,403-80.2% |