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 | $74,085 | $73,867+0.3% | $143,757-48.5% | $68,494+8.2% |
| Participation rate | 30.0% | 66.7%-36.7pp | 80.3%-50.3pp | 67.9%-37.9pp |
| Annual return | -17.25% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $398 | $3,184-87.5% | $4,951-92.0% | $2,596-84.7% |
| Participant deferral / active EE | $1,502 | $3,384-55.6% | $5,637-73.4% | $4,027-62.7% |
| Admin fee / account holder | $902 | $5,755-84.3% | $14,673-93.9% | $5,403-83.3% |