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 | $18,724 | $73,867-74.7% | $143,757-87.0% | $68,494-72.7% |
| Participation rate | 57.4% | 66.7%-9.3pp | 80.3%-23.0pp | 67.9%-10.5pp |
| Annual return | -18.47% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,155 | $3,184-63.7% | $4,951-76.7% | $2,596-55.5% |
| Participant deferral / active EE | $2,160 | $3,384-36.2% | $5,637-61.7% | $4,027-46.4% |
| Admin fee / account holder | $1,394 | $5,755-75.8% | $14,673-90.5% | $5,403-74.2% |