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 | $18,435 | $73,867-75.0% | $143,757-87.2% | $68,494-73.1% |
| Participation rate | 45.2% | 66.7%-21.5pp | 80.3%-35.1pp | 67.9%-22.7pp |
| Annual return | -15.86% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,641 | $3,184-48.5% | $4,951-66.8% | $2,596-36.8% |
| Participant deferral / active EE | $1,442 | $3,384-57.4% | $5,637-74.4% | $4,027-64.2% |
| Admin fee / account holder | $405 | $5,755-93.0% | $14,673-97.2% | $5,403-92.5% |