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 | $56,229 | $71,883-21.8% | $86,677-35.1% | $68,494-17.9% |
| Participation rate | 63.1% | 72.2%-9.2pp | 76.6%-13.5pp | 67.9%-4.8pp |
| Annual return | -15.75% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,774 | $2,173-18.4% | $2,836-37.5% | $2,596-31.7% |
| Participant deferral / active EE | $3,433 | $3,779-9.1% | $4,656-26.3% | $4,027-14.8% |
| Admin fee / account holder | $956 | $6,112-84.4% | $7,493-87.2% | $5,403-82.3% |