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 | $11,918 | $73,867-83.9% | $143,757-91.7% | $68,494-82.6% |
| Participation rate | 54.1% | 66.7%-12.6pp | 80.3%-26.2pp | 67.9%-13.8pp |
| Annual return | -17.76% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $973 | $3,184-69.4% | $4,951-80.3% | $2,596-62.5% |
| Participant deferral / active EE | $1,657 | $3,384-51.1% | $5,637-70.6% | $4,027-58.9% |
| Admin fee / account holder | $2,442 | $5,755-57.6% | $14,673-83.4% | $5,403-54.8% |