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 | $53,326 | $79,633-33.0% | $93,789-43.1% | $68,494-22.1% |
| Participation rate | 60.0% | 75.4%-15.4pp | 81.0%-21.0pp | 67.9%-7.9pp |
| Annual return | -16.07% | -0.10%-16.0pp | -11.33%-4.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,941 | $3,665-47.0% | $4,323-55.1% | $2,596-25.2% |
| Participant deferral / active EE | $4,030 | $5,158-21.9% | $6,094-33.9% | $4,027+0.1% |
| Admin fee / account holder | $3,710 | $6,871-46.0% | $7,195-48.4% | $5,403-31.3% |