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 | $36,263 | $73,867-50.9% | $143,757-74.8% | $68,494-47.1% |
| Participation rate | 55.7% | 66.7%-10.9pp | 80.3%-24.6pp | 67.9%-12.2pp |
| Annual return | -15.14% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $953 | $3,184-70.1% | $4,951-80.8% | $2,596-63.3% |
| Participant deferral / active EE | $1,943 | $3,384-42.6% | $5,637-65.5% | $4,027-51.7% |
| Admin fee / account holder | $11,746 | $5,755+104.1% | $14,673-19.9% | $5,403+117.4% |