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 | $29,326 | $73,867-60.3% | $143,757-79.6% | $68,494-57.2% |
| Participation rate | 62.7% | 66.7%-3.9pp | 80.3%-17.6pp | 67.9%-5.2pp |
| Annual return | -9.90% | 1.01%-10.9pp | -0.04%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,679 | $3,184-47.3% | $4,951-66.1% | $2,596-35.3% |
| Participant deferral / active EE | $1,902 | $3,384-43.8% | $5,637-66.3% | $4,027-52.8% |
| Admin fee / account holder | $1,842 | $5,755-68.0% | $14,673-87.4% | $5,403-65.9% |