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 | $65,401 | $73,867-11.5% | $143,757-54.5% | $68,494-4.5% |
| Participation rate | 59.5% | 66.7%-7.2pp | 80.3%-20.8pp | 67.9%-8.4pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,446 | $3,184-54.6% | $4,951-70.8% | $2,596-44.3% |
| Participant deferral / active EE | $2,711 | $3,384-19.9% | $5,637-51.9% | $4,027-32.7% |
| Admin fee / account holder | $6,906 | $5,755+20.0% | $14,673-52.9% | $5,403+27.8% |