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 | $30,874 | $73,867-58.2% | $143,757-78.5% | $68,494-54.9% |
| Participation rate | 39.6% | 66.7%-27.1pp | 80.3%-40.7pp | 67.9%-28.3pp |
| Annual return | -14.35% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $638 | $3,184-80.0% | $4,951-87.1% | $2,596-75.4% |
| Participant deferral / active EE | $1,690 | $3,384-50.1% | $5,637-70.0% | $4,027-58.0% |
| Admin fee / account holder | $4,892 | $5,755-15.0% | $14,673-66.7% | $5,403-9.5% |