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 | $24,324 | $73,867-67.1% | $143,757-83.1% | $68,494-64.5% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -12.06% | 1.01%-13.1pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $865 | $3,184-72.8% | $4,951-82.5% | $2,596-66.7% |
| Participant deferral / active EE | $1,914 | $3,384-43.4% | $5,637-66.0% | $4,027-52.5% |
| Admin fee / account holder | $5,639 | $5,755-2.0% | $14,673-61.6% | $5,403+4.4% |