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 | $25,237 | $73,867-65.8% | $143,757-82.4% | $68,494-63.2% |
| Participation rate | 42.0% | 66.7%-24.7pp | 80.3%-38.3pp | 67.9%-25.9pp |
| Annual return | -18.56% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $698 | $3,184-78.1% | $4,951-85.9% | $2,596-73.1% |
| Participant deferral / active EE | $1,080 | $3,384-68.1% | $5,637-80.8% | $4,027-73.2% |
| Admin fee / account holder | $388 | $5,755-93.3% | $14,673-97.4% | $5,403-92.8% |