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 | $79,023 | $73,867+7.0% | $143,757-45.0% | $68,494+15.4% |
| Participation rate | 44.1% | 66.7%-22.5pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $914 | $3,184-71.3% | $4,951-81.5% | $2,596-64.8% |
| Participant deferral / active EE | $3,028 | $3,384-10.5% | $5,637-46.3% | $4,027-24.8% |
| Admin fee / account holder | $33,391 | $5,755+480.2% | $14,673+127.6% | $5,403+518.0% |