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 | $10,483 | $73,867-85.8% | $143,757-92.7% | $68,494-84.7% |
| Participation rate | 53.2% | 66.7%-13.5pp | 80.3%-27.1pp | 67.9%-14.7pp |
| Annual return | -13.68% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $532 | $3,184-83.3% | $4,951-89.3% | $2,596-79.5% |
| Participant deferral / active EE | $1,121 | $3,384-66.9% | $5,637-80.1% | $4,027-72.2% |
| Admin fee / account holder | $511 | $5,755-91.1% | $14,673-96.5% | $5,403-90.5% |