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 | $50,936 | $81,900-37.8% | $119,609-57.4% | $68,494-25.6% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -17.79% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,828 | $2,693-32.1% | $4,232-56.8% | $2,596-29.6% |
| Participant deferral / active EE | $3,320 | $4,148-20.0% | $5,602-40.7% | $4,027-17.6% |
| Admin fee / account holder | $15,317 | $6,582+132.7% | $10,323+48.4% | $5,403+183.5% |