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 | $59,323 | $73,867-19.7% | $143,757-58.7% | $68,494-13.4% |
| Participation rate | 37.1% | 66.7%-29.5pp | 80.3%-43.2pp | 67.9%-30.7pp |
| Annual return | -18.61% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,526 | $3,184-52.1% | $4,951-69.2% | $2,596-41.2% |
| Participant deferral / active EE | $2,971 | $3,384-12.2% | $5,637-47.3% | $4,027-26.2% |
| Admin fee / account holder | $36,723 | $5,755+538.1% | $14,673+150.3% | $5,403+579.7% |