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 | $17,469 | $73,867-76.4% | $143,757-87.8% | $68,494-74.5% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -10.15% | 1.01%-11.2pp | -0.04%-10.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $883 | $3,184-72.3% | $4,951-82.2% | $2,596-66.0% |
| Participant deferral / active EE | $947 | $3,384-72.0% | $5,637-83.2% | $4,027-76.5% |
| Admin fee / account holder | $4,578 | $5,755-20.5% | $14,673-68.8% | $5,403-15.3% |