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 | $16,095 | $73,867-78.2% | $143,757-88.8% | $68,494-76.5% |
| Participation rate | 42.6% | 66.7%-24.1pp | 80.3%-37.7pp | 67.9%-25.3pp |
| Annual return | -17.16% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $864 | $3,184-72.9% | $4,951-82.6% | $2,596-66.7% |
| Participant deferral / active EE | $2,277 | $3,384-32.7% | $5,637-59.6% | $4,027-43.4% |
| Admin fee / account holder | $636 | $5,755-89.0% | $14,673-95.7% | $5,403-88.2% |