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 | $12,893 | $73,867-82.5% | $143,757-91.0% | $68,494-81.2% |
| Participation rate | 59.6% | 66.7%-7.1pp | 80.3%-20.7pp | 67.9%-8.3pp |
| Annual return | -15.96% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $398 | $3,184-87.5% | $4,951-92.0% | $2,596-84.7% |
| Participant deferral / active EE | $1,486 | $3,384-56.1% | $5,637-73.6% | $4,027-63.1% |
| Admin fee / account holder | $1,636 | $5,755-71.6% | $14,673-88.8% | $5,403-69.7% |