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 | $50,018 | $73,867-32.3% | $143,757-65.2% | $68,494-27.0% |
| Participation rate | 61.9% | 66.7%-4.8pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $453 | $3,184-85.8% | $4,951-90.9% | $2,596-82.6% |
| Participant deferral / active EE | $3,352 | $3,384-0.9% | $5,637-40.5% | $4,027-16.8% |
| Admin fee / account holder | $8,728 | $5,755+51.7% | $14,673-40.5% | $5,403+61.6% |