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 | $61,721 | $77,813-20.7% | $123,544-50.0% | $64,186-3.8% |
| Participation rate | 59.0% | 74.7%-15.7pp | 82.3%-23.3pp | 69.6%-10.5pp |
| Annual return | -5.62% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,033 | $3,014-65.7% | $4,628-77.7% | $2,381-56.6% |
| Participant deferral / active EE | $2,584 | $5,240-50.7% | $6,426-59.8% | $3,470-25.5% |
| Admin fee / account holder | $855 | $5,519-84.5% | $9,284-90.8% | $4,888-82.5% |