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 | $19,519 | $73,867-73.6% | $143,757-86.4% | $68,494-71.5% |
| Participation rate | 52.4% | 66.7%-14.3pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | -16.58% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $568 | $3,184-82.1% | $4,951-88.5% | $2,596-78.1% |
| Participant deferral / active EE | $1,282 | $3,384-62.1% | $5,637-77.3% | $4,027-68.2% |
| Admin fee / account holder | $2,704 | $5,755-53.0% | $14,673-81.6% | $5,403-49.9% |