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 | $27,906 | $73,867-62.2% | $143,757-80.6% | $68,494-59.3% |
| Participation rate | 38.9% | 66.7%-27.8pp | 80.3%-41.4pp | 67.9%-29.0pp |
| Annual return | -13.51% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,534 | $3,184-51.8% | $4,951-69.0% | $2,596-40.9% |
| Participant deferral / active EE | $1,766 | $3,384-47.8% | $5,637-68.7% | $4,027-56.1% |
| Admin fee / account holder | $17,446 | $5,755+203.2% | $14,673+18.9% | $5,403+222.9% |