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 | $22,763 | $73,867-69.2% | $143,757-84.2% | $68,494-66.8% |
| Participation rate | 47.5% | 66.7%-19.2pp | 80.3%-32.8pp | 67.9%-20.4pp |
| Annual return | -15.09% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $445 | $3,184-86.0% | $4,951-91.0% | $2,596-82.9% |
| Participant deferral / active EE | $1,166 | $3,384-65.5% | $5,637-79.3% | $4,027-71.0% |
| Admin fee / account holder | $7,151 | $5,755+24.3% | $14,673-51.3% | $5,403+32.4% |