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 | $34,636 | $73,867-53.1% | $143,757-75.9% | $68,494-49.4% |
| Participation rate | 25.6% | 66.7%-41.1pp | 80.3%-54.7pp | 67.9%-42.3pp |
| Annual return | -5.11% | 1.01%-6.1pp | -0.04%-5.1pp | -7.84%+2.7pp |
| Employer contribution / active EE | $636 | $3,184-80.0% | $4,951-87.2% | $2,596-75.5% |
| Participant deferral / active EE | $1,015 | $3,384-70.0% | $5,637-82.0% | $4,027-74.8% |
| Admin fee / account holder | $1,453 | $5,755-74.7% | $14,673-90.1% | $5,403-73.1% |