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 | $42,667 | $53,162-19.7% | $91,220-53.2% | $68,494-37.7% |
| Participation rate | 53.5% | 63.2%-9.7pp | 73.2%-19.7pp | 67.9%-14.4pp |
| Annual return | -15.38% | -3.14%-12.2pp | 114.01%-129.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,100 | $1,709+22.9% | $2,850-26.3% | $2,596-19.1% |
| Participant deferral / active EE | $3,737 | $2,974+25.7% | $4,234-11.7% | $4,027-7.2% |
| Admin fee / account holder | $20,029 | $4,493+345.7% | $5,420+269.6% | $5,403+270.7% |