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 | $54,723 | $73,867-25.9% | $143,757-61.9% | $68,494-20.1% |
| Participation rate | 27.8% | 66.7%-38.9pp | 80.3%-52.5pp | 67.9%-40.1pp |
| Annual return | -17.52% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $428 | $3,184-86.6% | $4,951-91.4% | $2,596-83.5% |
| Participant deferral / active EE | $1,349 | $3,384-60.1% | $5,637-76.1% | $4,027-66.5% |
| Admin fee / account holder | $842 | $5,755-85.4% | $14,673-94.3% | $5,403-84.4% |