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 | $21,259 | $73,867-71.2% | $143,757-85.2% | $68,494-69.0% |
| Participation rate | 56.9% | 66.7%-9.7pp | 80.3%-23.4pp | 67.9%-11.0pp |
| Annual return | -16.39% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,199 | $3,184-62.3% | $4,951-75.8% | $2,596-53.8% |
| Participant deferral / active EE | $2,508 | $3,384-25.9% | $5,637-55.5% | $4,027-37.7% |
| Admin fee / account holder | $1,527 | $5,755-73.5% | $14,673-89.6% | $5,403-71.7% |