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 | $19,004 | $73,867-74.3% | $143,757-86.8% | $68,494-72.3% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | -9.26% | 1.01%-10.3pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,306 | $3,184-59.0% | $4,951-73.6% | $2,596-49.7% |
| Participant deferral / active EE | $1,583 | $3,384-53.2% | $5,637-71.9% | $4,027-60.7% |
| Admin fee / account holder | $6,715 | $5,755+16.7% | $14,673-54.2% | $5,403+24.3% |