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 | $48,170 | $71,883-33.0% | $86,677-44.4% | $68,494-29.7% |
| Participation rate | 63.3% | 72.2%-9.0pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -17.82% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,333 | $2,173-38.6% | $2,836-53.0% | $2,596-48.6% |
| Participant deferral / active EE | $2,515 | $3,779-33.4% | $4,656-46.0% | $4,027-37.5% |
| Admin fee / account holder | $2,941 | $6,112-51.9% | $7,493-60.7% | $5,403-45.6% |