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 | $40,118 | $73,867-45.7% | $143,757-72.1% | $68,494-41.4% |
| Participation rate | 26.7% | 66.7%-40.0pp | 80.3%-53.6pp | 67.9%-41.2pp |
| Annual return | -12.60% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $866 | $3,184-72.8% | $4,951-82.5% | $2,596-66.6% |
| Participant deferral / active EE | $1,476 | $3,384-56.4% | $5,637-73.8% | $4,027-63.3% |
| Admin fee / account holder | $490 | $5,755-91.5% | $14,673-96.7% | $5,403-90.9% |