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 | $23,301 | $73,867-68.5% | $143,757-83.8% | $68,494-66.0% |
| Participation rate | 35.3% | 66.7%-31.4pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | -16.68% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $857 | $3,184-73.1% | $4,951-82.7% | $2,596-67.0% |
| Participant deferral / active EE | $1,560 | $3,384-53.9% | $5,637-72.3% | $4,027-61.3% |
| Admin fee / account holder | $1,271 | $5,755-77.9% | $14,673-91.3% | $5,403-76.5% |