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 | $41,871 | $73,867-43.3% | $143,757-70.9% | $68,494-38.9% |
| Participation rate | 37.1% | 66.7%-29.5pp | 80.3%-43.2pp | 67.9%-30.7pp |
| Annual return | -10.77% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $682 | $3,184-78.6% | $4,951-86.2% | $2,596-73.7% |
| Participant deferral / active EE | $1,072 | $3,384-68.3% | $5,637-81.0% | $4,027-73.4% |
| Admin fee / account holder | $6,091 | $5,755+5.8% | $14,673-58.5% | $5,403+12.7% |