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 | $20,959 | $33,067-36.6% | $76,523-72.6% | $56,287-62.8% |
| Participation rate | 33.0% | 55.4%-22.4pp | 68.0%-35.0pp | 69.9%-36.8pp |
| Annual return | -4.00% | 2.72%-6.7pp | -0.27%-3.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $678 | $1,200-43.5% | $2,647-74.4% | $2,111-67.9% |
| Participant deferral / active EE | $1,621 | $2,240-27.6% | $3,835-57.7% | $3,350-51.6% |
| Admin fee / account holder | $12,305 | $537+2191.9% | $4,848+153.8% | $521+2262.1% |