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 | $18,162 | $73,867-75.4% | $143,757-87.4% | $68,494-73.5% |
| Participation rate | 45.0% | 66.7%-21.7pp | 80.3%-35.3pp | 67.9%-22.9pp |
| Annual return | -16.76% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $646 | $3,184-79.7% | $4,951-87.0% | $2,596-75.1% |
| Participant deferral / active EE | $1,834 | $3,384-45.8% | $5,637-67.5% | $4,027-54.5% |
| Admin fee / account holder | $2,270 | $5,755-60.6% | $14,673-84.5% | $5,403-58.0% |