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 | $32,720 | $73,867-55.7% | $143,757-77.2% | $68,494-52.2% |
| Participation rate | 45.8% | 66.7%-20.8pp | 80.3%-34.5pp | 67.9%-22.1pp |
| Annual return | -12.90% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $520 | $3,184-83.7% | $4,951-89.5% | $2,596-80.0% |
| Participant deferral / active EE | $1,220 | $3,384-64.0% | $5,637-78.4% | $4,027-69.7% |
| Admin fee / account holder | $13,177 | $5,755+129.0% | $14,673-10.2% | $5,403+143.9% |