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 | $23,874 | $73,867-67.7% | $143,757-83.4% | $68,494-65.1% |
| Participation rate | 22.6% | 66.7%-44.0pp | 80.3%-57.7pp | 67.9%-45.2pp |
| Annual return | -12.48% | 1.01%-13.5pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $651 | $3,184-79.6% | $4,951-86.9% | $2,596-74.9% |
| Participant deferral / active EE | $1,410 | $3,384-58.3% | $5,637-75.0% | $4,027-65.0% |
| Admin fee / account holder | $9,147 | $5,755+58.9% | $14,673-37.7% | $5,403+69.3% |