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 | $61,259 | $73,867-17.1% | $143,757-57.4% | $68,494-10.6% |
| Participation rate | 42.3% | 66.7%-24.3pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -10.72% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $532 | $3,184-83.3% | $4,951-89.3% | $2,596-79.5% |
| Participant deferral / active EE | $2,636 | $3,384-22.1% | $5,637-53.2% | $4,027-34.6% |
| Admin fee / account holder | $18,007 | $5,755+212.9% | $14,673+22.7% | $5,403+233.3% |