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 | $35,495 | $73,867-51.9% | $143,757-75.3% | $68,494-48.2% |
| Participation rate | 42.2% | 66.7%-24.4pp | 80.3%-38.1pp | 67.9%-25.7pp |
| Annual return | -13.91% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,191 | $3,184-62.6% | $4,951-75.9% | $2,596-54.1% |
| Participant deferral / active EE | $2,271 | $3,384-32.9% | $5,637-59.7% | $4,027-43.6% |
| Admin fee / account holder | $7,237 | $5,755+25.8% | $14,673-50.7% | $5,403+34.0% |