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 | $31,957 | $73,867-56.7% | $143,757-77.8% | $68,494-53.3% |
| Participation rate | 25.8% | 66.7%-40.8pp | 80.3%-54.5pp | 67.9%-42.1pp |
| Annual return | -17.25% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $491 | $3,184-84.6% | $4,951-90.1% | $2,596-81.1% |
| Participant deferral / active EE | $1,089 | $3,384-67.8% | $5,637-80.7% | $4,027-73.0% |
| Admin fee / account holder | $1,871 | $5,755-67.5% | $14,673-87.3% | $5,403-65.4% |