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 | $33,084 | $73,867-55.2% | $143,757-77.0% | $68,494-51.7% |
| Participation rate | 60.3% | 66.7%-6.3pp | 80.3%-20.0pp | 67.9%-7.5pp |
| Annual return | -17.81% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,378 | $3,184-56.7% | $4,951-72.2% | $2,596-46.9% |
| Participant deferral / active EE | $4,702 | $3,384+38.9% | $5,637-16.6% | $4,027+16.8% |
| Admin fee / account holder | $372 | $5,755-93.5% | $14,673-97.5% | $5,403-93.1% |