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 | $14,858 | $73,867-79.9% | $143,757-89.7% | $68,494-78.3% |
| Participation rate | 61.0% | 66.7%-5.7pp | 80.3%-19.3pp | 67.9%-6.9pp |
| Annual return | -19.23% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,081 | $3,184-66.1% | $4,951-78.2% | $2,596-58.4% |
| Participant deferral / active EE | $1,941 | $3,384-42.7% | $5,637-65.6% | $4,027-51.8% |
| Admin fee / account holder | $1,219 | $5,755-78.8% | $14,673-91.7% | $5,403-77.4% |