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 | $50,289 | $73,867-31.9% | $143,757-65.0% | $68,494-26.6% |
| Participation rate | 40.6% | 66.7%-26.1pp | 80.3%-39.7pp | 67.9%-27.3pp |
| Annual return | -17.77% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,040 | $3,184-67.3% | $4,951-79.0% | $2,596-59.9% |
| Participant deferral / active EE | $2,738 | $3,384-19.1% | $5,637-51.4% | $4,027-32.0% |
| Admin fee / account holder | $7,277 | $5,755+26.5% | $14,673-50.4% | $5,403+34.7% |