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 | $25,964 | $73,867-64.8% | $143,757-81.9% | $68,494-62.1% |
| Participation rate | 42.3% | 66.7%-24.3pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -0.08% | 1.01%-1.1pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $653 | $3,184-79.5% | $4,951-86.8% | $2,596-74.8% |
| Participant deferral / active EE | $2,901 | $3,384-14.3% | $5,637-48.5% | $4,027-28.0% |
| Admin fee / account holder | $4,471 | $5,755-22.3% | $14,673-69.5% | $5,403-17.2% |