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 | $29,673 | $73,867-59.8% | $143,757-79.4% | $68,494-56.7% |
| Participation rate | 28.8% | 66.7%-37.9pp | 80.3%-51.5pp | 67.9%-39.1pp |
| Annual return | -16.76% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $939 | $3,184-70.5% | $4,951-81.0% | $2,596-63.8% |
| Participant deferral / active EE | $2,047 | $3,384-39.5% | $5,637-63.7% | $4,027-49.2% |
| Admin fee / account holder | $2,682 | $5,755-53.4% | $14,673-81.7% | $5,403-50.4% |