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 | $44,272 | $73,867-40.1% | $143,757-69.2% | $68,494-35.4% |
| Participation rate | 54.5% | 66.7%-12.1pp | 80.3%-25.8pp | 67.9%-13.3pp |
| Annual return | -10.21% | 1.01%-11.2pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $479 | $3,184-85.0% | $4,951-90.3% | $2,596-81.6% |
| Participant deferral / active EE | $2,150 | $3,384-36.5% | $5,637-61.9% | $4,027-46.6% |
| Admin fee / account holder | $18,755 | $5,755+225.9% | $14,673+27.8% | $5,403+247.1% |