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 | $118,409 | $71,883+64.7% | $86,677+36.6% | $68,494+72.9% |
| Participation rate | 60.7% | 72.2%-11.5pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -16.19% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,777 | $3,779-26.5% | $4,656-40.4% | $4,027-31.1% |
| Admin fee / account holder | $702 | $6,112-88.5% | $7,493-90.6% | $5,403-87.0% |