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 | $27,069 | $73,867-63.4% | $143,757-81.2% | $68,494-60.5% |
| Participation rate | 57.4% | 66.7%-9.3pp | 80.3%-22.9pp | 67.9%-10.5pp |
| Annual return | -14.43% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $997 | $3,184-68.7% | $4,951-79.9% | $2,596-61.6% |
| Participant deferral / active EE | $2,755 | $3,384-18.6% | $5,637-51.1% | $4,027-31.6% |
| Admin fee / account holder | $2,655 | $5,755-53.9% | $14,673-81.9% | $5,403-50.9% |