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 | $74,643 | $73,867+1.1% | $143,757-48.1% | $68,494+9.0% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -8.24% | 1.01%-9.2pp | -0.04%-8.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,410 | $3,184-55.7% | $4,951-71.5% | $2,596-45.7% |
| Participant deferral / active EE | $3,986 | $3,384+17.8% | $5,637-29.3% | $4,027-1.0% |
| Admin fee / account holder | $40,717 | $5,755+607.6% | $14,673+177.5% | $5,403+653.6% |