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 | $38,202 | $73,867-48.3% | $143,757-73.4% | $68,494-44.2% |
| Participation rate | 48.6% | 66.7%-18.1pp | 80.3%-31.7pp | 67.9%-19.3pp |
| Annual return | -18.36% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $603 | $3,184-81.1% | $4,951-87.8% | $2,596-76.8% |
| Participant deferral / active EE | $1,266 | $3,384-62.6% | $5,637-77.5% | $4,027-68.6% |
| Admin fee / account holder | $397 | $5,755-93.1% | $14,673-97.3% | $5,403-92.7% |