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 | $45,734 | $71,883-36.4% | $86,677-47.2% | $68,494-33.2% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -15.55% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,169 | $2,173-46.2% | $2,836-58.8% | $2,596-55.0% |
| Participant deferral / active EE | $2,843 | $3,779-24.8% | $4,656-38.9% | $4,027-29.4% |
| Admin fee / account holder | $1,938 | $6,112-68.3% | $7,493-74.1% | $5,403-64.1% |