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 | $49,022 | $73,867-33.6% | $143,757-65.9% | $68,494-28.4% |
| Participation rate | 48.1% | 66.7%-18.5pp | 80.3%-32.2pp | 67.9%-19.7pp |
| Annual return | -17.07% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $949 | $3,184-70.2% | $4,951-80.8% | $2,596-63.5% |
| Participant deferral / active EE | $2,966 | $3,384-12.4% | $5,637-47.4% | $4,027-26.4% |
| Admin fee / account holder | $1,104 | $5,755-80.8% | $14,673-92.5% | $5,403-79.6% |