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 | $35,207 | $73,867-52.3% | $143,757-75.5% | $68,494-48.6% |
| Participation rate | 39.1% | 66.7%-27.5pp | 80.3%-41.2pp | 67.9%-28.8pp |
| Annual return | -18.27% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,145 | $3,184-64.1% | $4,951-76.9% | $2,596-55.9% |
| Participant deferral / active EE | $2,160 | $3,384-36.2% | $5,637-61.7% | $4,027-46.4% |
| Admin fee / account holder | $4,696 | $5,755-18.4% | $14,673-68.0% | $5,403-13.1% |