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 | $25,841 | $73,867-65.0% | $143,757-82.0% | $68,494-62.3% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.3pp |
| Annual return | -16.14% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,213 | $3,184-61.9% | $4,951-75.5% | $2,596-53.3% |
| Participant deferral / active EE | $3,061 | $3,384-9.6% | $5,637-45.7% | $4,027-24.0% |
| Admin fee / account holder | $2,055 | $5,755-64.3% | $14,673-86.0% | $5,403-62.0% |