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 | $45,283 | $73,867-38.7% | $143,757-68.5% | $68,494-33.9% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.8pp | 67.9%-19.4pp |
| Annual return | -16.37% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $536 | $3,184-83.2% | $4,951-89.2% | $2,596-79.4% |
| Participant deferral / active EE | $2,143 | $3,384-36.7% | $5,637-62.0% | $4,027-46.8% |
| Admin fee / account holder | $10,292 | $5,755+78.8% | $14,673-29.9% | $5,403+90.5% |