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 | $21,766 | $73,867-70.5% | $143,757-84.9% | $68,494-68.2% |
| Participation rate | 53.6% | 66.7%-13.1pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -18.62% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $899 | $3,184-71.8% | $4,951-81.9% | $2,596-65.4% |
| Participant deferral / active EE | $1,571 | $3,384-53.6% | $5,637-72.1% | $4,027-61.0% |
| Admin fee / account holder | $1,995 | $5,755-65.3% | $14,673-86.4% | $5,403-63.1% |