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 | $52,668 | $71,883-26.7% | $86,677-39.2% | $68,494-23.1% |
| Participation rate | 67.6% | 72.2%-4.7pp | 76.6%-9.0pp | 67.9%-0.3pp |
| Annual return | -11.36% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,638 | $2,173-24.6% | $2,836-42.3% | $2,596-36.9% |
| Participant deferral / active EE | $2,395 | $3,779-36.6% | $4,656-48.6% | $4,027-40.5% |
| Admin fee / account holder | $3,072 | $6,112-49.7% | $7,493-59.0% | $5,403-43.1% |