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 | $39,746 | $73,867-46.2% | $143,757-72.4% | $68,494-42.0% |
| Participation rate | 54.4% | 66.7%-12.3pp | 80.3%-25.9pp | 67.9%-13.5pp |
| Annual return | -15.37% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $715 | $3,184-77.5% | $4,951-85.6% | $2,596-72.4% |
| Participant deferral / active EE | $1,168 | $3,384-65.5% | $5,637-79.3% | $4,027-71.0% |
| Admin fee / account holder | $886 | $5,755-84.6% | $14,673-94.0% | $5,403-83.6% |