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 | $22,475 | $73,867-69.6% | $143,757-84.4% | $68,494-67.2% |
| Participation rate | 38.0% | 66.7%-28.6pp | 80.3%-42.3pp | 67.9%-29.8pp |
| Annual return | -17.47% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $691 | $3,184-78.3% | $4,951-86.0% | $2,596-73.4% |
| Participant deferral / active EE | $1,358 | $3,384-59.9% | $5,637-75.9% | $4,027-66.3% |
| Admin fee / account holder | $1,737 | $5,755-69.8% | $14,673-88.2% | $5,403-67.9% |