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 | $35,479 | $73,867-52.0% | $143,757-75.3% | $68,494-48.2% |
| Participation rate | 52.3% | 66.7%-14.3pp | 80.3%-28.0pp | 67.9%-15.6pp |
| Annual return | -11.01% | 1.01%-12.0pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $861 | $3,184-73.0% | $4,951-82.6% | $2,596-66.8% |
| Participant deferral / active EE | $1,930 | $3,384-43.0% | $5,637-65.8% | $4,027-52.1% |
| Admin fee / account holder | $11,653 | $5,755+102.5% | $14,673-20.6% | $5,403+115.7% |