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 | $22,704 | $73,867-69.3% | $143,757-84.2% | $68,494-66.9% |
| Participation rate | 52.1% | 66.7%-14.6pp | 80.3%-28.2pp | 67.9%-15.8pp |
| Annual return | -16.28% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,035 | $3,184-67.5% | $4,951-79.1% | $2,596-60.1% |
| Participant deferral / active EE | $1,807 | $3,384-46.6% | $5,637-67.9% | $4,027-55.1% |
| Admin fee / account holder | $516 | $5,755-91.0% | $14,673-96.5% | $5,403-90.4% |