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 | $22,072 | $73,867-70.1% | $143,757-84.6% | $68,494-67.8% |
| Participation rate | 58.1% | 66.7%-8.5pp | 80.3%-22.2pp | 67.9%-9.7pp |
| Annual return | -17.23% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,235 | $3,184-61.2% | $4,951-75.1% | $2,596-52.4% |
| Participant deferral / active EE | $2,285 | $3,384-32.5% | $5,637-59.5% | $4,027-43.3% |
| Admin fee / account holder | $3,327 | $5,755-42.2% | $14,673-77.3% | $5,403-38.4% |