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 | $25,039 | $73,867-66.1% | $143,757-82.6% | $68,494-63.4% |
| Participation rate | 57.9% | 66.7%-8.8pp | 80.3%-22.4pp | 67.9%-10.0pp |
| Annual return | -15.30% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,311 | $3,184-58.8% | $4,951-73.5% | $2,596-49.5% |
| Participant deferral / active EE | $2,055 | $3,384-39.3% | $5,637-63.5% | $4,027-49.0% |
| Admin fee / account holder | $5,248 | $5,755-8.8% | $14,673-64.2% | $5,403-2.9% |