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 | $26,158 | $73,867-64.6% | $143,757-81.8% | $68,494-61.8% |
| Participation rate | 47.9% | 66.7%-18.8pp | 80.3%-32.4pp | 67.9%-20.0pp |
| Annual return | -17.70% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $695 | $3,184-78.2% | $4,951-86.0% | $2,596-73.2% |
| Participant deferral / active EE | $2,129 | $3,384-37.1% | $5,637-62.2% | $4,027-47.1% |
| Admin fee / account holder | $5,305 | $5,755-7.8% | $14,673-63.8% | $5,403-1.8% |