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 | $52,173 | $71,883-27.4% | $86,677-39.8% | $68,494-23.8% |
| Participation rate | 46.5% | 72.2%-25.7pp | 76.6%-30.1pp | 67.9%-21.4pp |
| Annual return | -15.42% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $871 | $2,173-59.9% | $2,836-69.3% | $2,596-66.5% |
| Participant deferral / active EE | $2,676 | $3,779-29.2% | $4,656-42.5% | $4,027-33.6% |
| Admin fee / account holder | $26,132 | $6,112+327.6% | $7,493+248.7% | $5,403+383.7% |