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 | $35,278 | $73,867-52.2% | $143,757-75.5% | $68,494-48.5% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -18.65% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,473 | $3,184-53.7% | $4,951-70.2% | $2,596-43.3% |
| Participant deferral / active EE | $3,797 | $3,384+12.2% | $5,637-32.6% | $4,027-5.7% |
| Admin fee / account holder | $1,597 | $5,755-72.2% | $14,673-89.1% | $5,403-70.4% |