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 | $65,972 | $71,883-8.2% | $86,677-23.9% | $68,494-3.7% |
| Participation rate | 52.1% | 72.2%-20.2pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -16.73% | 3.52%-20.3pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,663 | $2,173-23.4% | $2,836-41.4% | $2,596-35.9% |
| Participant deferral / active EE | $3,160 | $3,779-16.4% | $4,656-32.1% | $4,027-21.5% |
| Admin fee / account holder | $735 | $6,112-88.0% | $7,493-90.2% | $5,403-86.4% |