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 | $49,522 | $54,726-9.5% | $68,793-28.0% | $64,186-22.8% |
| Participation rate | 47.6% | 68.0%-20.4pp | 72.2%-24.6pp | 69.6%-21.9pp |
| Annual return | -6.71% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,149 | $1,846-37.7% | $2,625-56.2% | $2,381-51.7% |
| Participant deferral / active EE | $2,320 | $2,626-11.6% | $3,311-29.9% | $3,470-33.1% |
| Admin fee / account holder | $1,042 | $4,027-74.1% | $5,131-79.7% | $4,888-78.7% |