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 | $26,079 | $73,867-64.7% | $143,757-81.9% | $68,494-61.9% |
| Participation rate | 38.7% | 66.7%-27.9pp | 80.3%-41.6pp | 67.9%-29.2pp |
| Annual return | -15.36% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,035 | $3,184-36.1% | $4,951-58.9% | $2,596-21.6% |
| Participant deferral / active EE | $1,169 | $3,384-65.5% | $5,637-79.3% | $4,027-71.0% |
| Admin fee / account holder | $4,899 | $5,755-14.9% | $14,673-66.6% | $5,403-9.3% |