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 | $62,606 | $73,867-15.2% | $143,757-56.5% | $68,494-8.6% |
| Participation rate | 62.2% | 66.7%-4.5pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | -17.36% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $539 | $3,184-83.1% | $4,951-89.1% | $2,596-79.2% |
| Participant deferral / active EE | $2,678 | $3,384-20.9% | $5,637-52.5% | $4,027-33.5% |
| Admin fee / account holder | $15,349 | $5,755+166.7% | $14,673+4.6% | $5,403+184.1% |