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 | $38,195 | $73,867-48.3% | $143,757-73.4% | $68,494-44.2% |
| Participation rate | 58.5% | 66.7%-8.2pp | 80.3%-21.8pp | 67.9%-9.4pp |
| Annual return | -9.90% | 1.01%-10.9pp | -0.04%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,661 | $3,184-47.8% | $4,951-66.5% | $2,596-36.0% |
| Participant deferral / active EE | $3,663 | $3,384+8.2% | $5,637-35.0% | $4,027-9.0% |
| Admin fee / account holder | $28,341 | $5,755+392.5% | $14,673+93.2% | $5,403+424.6% |