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 | $59,414 | $71,883-17.3% | $86,677-31.5% | $68,494-13.3% |
| Participation rate | 64.4% | 72.2%-7.8pp | 76.6%-12.2pp | 67.9%-3.5pp |
| Annual return | -14.41% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,094 | $2,173-3.6% | $2,836-26.2% | $2,596-19.4% |
| Participant deferral / active EE | $4,229 | $3,779+11.9% | $4,656-9.2% | $4,027+5.0% |
| Admin fee / account holder | $4,758 | $6,112-22.2% | $7,493-36.5% | $5,403-11.9% |