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 | $15,213 | $73,867-79.4% | $143,757-89.4% | $68,494-77.8% |
| Participation rate | 57.8% | 66.7%-8.9pp | 80.3%-22.5pp | 67.9%-10.1pp |
| Annual return | -11.95% | 1.01%-13.0pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $923 | $3,184-71.0% | $4,951-81.4% | $2,596-64.4% |
| Participant deferral / active EE | $951 | $3,384-71.9% | $5,637-83.1% | $4,027-76.4% |
| Admin fee / account holder | $2,885 | $5,755-49.9% | $14,673-80.3% | $5,403-46.6% |