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 | $23,062 | $73,867-68.8% | $143,757-84.0% | $68,494-66.3% |
| Participation rate | 65.2% | 66.7%-1.4pp | 80.3%-15.1pp | 67.9%-2.7pp |
| Annual return | -14.94% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,486 | $3,184-53.3% | $4,951-70.0% | $2,596-42.8% |
| Participant deferral / active EE | $2,779 | $3,384-17.9% | $5,637-50.7% | $4,027-31.0% |
| Admin fee / account holder | $4,803 | $5,755-16.5% | $14,673-67.3% | $5,403-11.1% |