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 | $24,181 | $73,867-67.3% | $143,757-83.2% | $68,494-64.7% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -17.92% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $534 | $3,184-83.2% | $4,951-89.2% | $2,596-79.5% |
| Participant deferral / active EE | $1,481 | $3,384-56.2% | $5,637-73.7% | $4,027-63.2% |
| Admin fee / account holder | $4,527 | $5,755-21.3% | $14,673-69.1% | $5,403-16.2% |