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 | $27,091 | $73,867-63.3% | $143,757-81.2% | $68,494-60.4% |
| Participation rate | 50.6% | 66.7%-16.1pp | 80.3%-29.7pp | 67.9%-17.3pp |
| Annual return | -16.03% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,015 | $3,184-68.1% | $4,951-79.5% | $2,596-60.9% |
| Participant deferral / active EE | $1,497 | $3,384-55.8% | $5,637-73.4% | $4,027-62.8% |
| Admin fee / account holder | $1,011 | $5,755-82.4% | $14,673-93.1% | $5,403-81.3% |