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 | $25,415 | $73,867-65.6% | $143,757-82.3% | $68,494-62.9% |
| Participation rate | 36.1% | 66.7%-30.5pp | 80.3%-44.2pp | 67.9%-31.8pp |
| Annual return | -17.53% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $581 | $3,184-81.8% | $4,951-88.3% | $2,596-77.6% |
| Participant deferral / active EE | $1,044 | $3,384-69.2% | $5,637-81.5% | $4,027-74.1% |
| Admin fee / account holder | $2,069 | $5,755-64.0% | $14,673-85.9% | $5,403-61.7% |