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 | $28,578 | $73,867-61.3% | $143,757-80.1% | $68,494-58.3% |
| Participation rate | 50.9% | 66.7%-15.7pp | 80.3%-29.4pp | 67.9%-16.9pp |
| Annual return | -17.74% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $774 | $3,184-75.7% | $4,951-84.4% | $2,596-70.2% |
| Participant deferral / active EE | $1,043 | $3,384-69.2% | $5,637-81.5% | $4,027-74.1% |
| Admin fee / account holder | $5,930 | $5,755+3.1% | $14,673-59.6% | $5,403+9.8% |