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 | $32,148 | $73,867-56.5% | $143,757-77.6% | $68,494-53.1% |
| Participation rate | 48.1% | 66.7%-18.6pp | 80.3%-32.3pp | 67.9%-19.8pp |
| Annual return | -18.62% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,179 | $3,184-31.6% | $4,951-56.0% | $2,596-16.1% |
| Participant deferral / active EE | $2,779 | $3,384-17.9% | $5,637-50.7% | $4,027-31.0% |
| Admin fee / account holder | $2,572 | $5,755-55.3% | $14,673-82.5% | $5,403-52.4% |