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 | $37,398 | $73,867-49.4% | $143,757-74.0% | $68,494-45.4% |
| Participation rate | 18.2% | 66.7%-48.5pp | 80.3%-62.1pp | 67.9%-49.7pp |
| Annual return | -17.68% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $782 | $3,184-75.4% | $4,951-84.2% | $2,596-69.9% |
| Participant deferral / active EE | $1,267 | $3,384-62.6% | $5,637-77.5% | $4,027-68.5% |
| Admin fee / account holder | $1,434 | $5,755-75.1% | $14,673-90.2% | $5,403-73.5% |