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 | $106,864 | $73,867+44.7% | $143,757-25.7% | $68,494+56.0% |
| Participation rate | 39.1% | 66.7%-27.5pp | 80.3%-41.2pp | 67.9%-28.8pp |
| Annual return | -13.35% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,604 | $3,384-23.1% | $5,637-53.8% | $4,027-35.4% |
| Admin fee / account holder | $4,700 | $5,755-18.3% | $14,673-68.0% | $5,403-13.0% |