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 | $32,636 | $73,867-55.8% | $143,757-77.3% | $68,494-52.4% |
| Participation rate | 48.1% | 66.7%-18.6pp | 80.3%-32.2pp | 67.9%-19.8pp |
| Annual return | -15.09% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $677 | $3,184-78.7% | $4,951-86.3% | $2,596-73.9% |
| Participant deferral / active EE | $1,009 | $3,384-70.2% | $5,637-82.1% | $4,027-74.9% |
| Admin fee / account holder | $4,344 | $5,755-24.5% | $14,673-70.4% | $5,403-19.6% |