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 | $25,861 | $73,867-65.0% | $143,757-82.0% | $68,494-62.2% |
| Participation rate | 52.9% | 66.7%-13.7pp | 80.3%-27.4pp | 67.9%-14.9pp |
| Annual return | -11.38% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $530 | $3,184-83.3% | $4,951-89.3% | $2,596-79.6% |
| Participant deferral / active EE | $1,296 | $3,384-61.7% | $5,637-77.0% | $4,027-67.8% |
| Admin fee / account holder | $2,471 | $5,755-57.1% | $14,673-83.2% | $5,403-54.3% |