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 | $69,550 | $73,867-5.8% | $143,757-51.6% | $68,494+1.5% |
| Participation rate | 37.1% | 66.7%-29.6pp | 80.3%-43.2pp | 67.9%-30.8pp |
| Annual return | -16.89% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $692 | $3,184-78.3% | $4,951-86.0% | $2,596-73.4% |
| Participant deferral / active EE | $1,101 | $3,384-67.5% | $5,637-80.5% | $4,027-72.7% |
| Admin fee / account holder | $12,263 | $5,755+113.1% | $14,673-16.4% | $5,403+127.0% |