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 | $45,392 | $73,867-38.5% | $143,757-68.4% | $68,494-33.7% |
| Participation rate | 14.3% | 66.7%-52.4pp | 80.3%-66.0pp | 67.9%-53.6pp |
| Annual return | -12.93% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $593 | $3,184-81.4% | $4,951-88.0% | $2,596-77.2% |
| Participant deferral / active EE | $2,509 | $3,384-25.9% | $5,637-55.5% | $4,027-37.7% |
| Admin fee / account holder | $11,883 | $5,755+106.5% | $14,673-19.0% | $5,403+119.9% |