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 5-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 | $10,272 | $73,867-86.1% | $143,757-92.9% | $68,494-85.0% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | 12.03% | 1.01%+11.0pp | -0.04%+12.1pp | -7.84%+19.9pp |
| Employer contribution / active EE | $1,319 | $3,184-58.6% | $4,951-73.4% | $2,596-49.2% |
| Participant deferral / active EE | $3,966 | $3,384+17.2% | $5,637-29.6% | $4,027-1.5% |
| Admin fee / account holder | $679 | $5,755-88.2% | $14,673-95.4% | $5,403-87.4% |