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 | $18,876 | $73,867-74.4% | $143,757-86.9% | $68,494-72.4% |
| Participation rate | 66.3% | 66.7%-0.4pp | 80.3%-14.1pp | 67.9%-1.6pp |
| Annual return | -16.76% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $767 | $3,184-75.9% | $4,951-84.5% | $2,596-70.5% |
| Participant deferral / active EE | $2,936 | $3,384-13.3% | $5,637-47.9% | $4,027-27.1% |
| Admin fee / account holder | $763 | $5,755-86.7% | $14,673-94.8% | $5,403-85.9% |