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 | $33,017 | $73,867-55.3% | $143,757-77.0% | $68,494-51.8% |
| Participation rate | 50.5% | 66.7%-16.1pp | 80.3%-29.8pp | 67.9%-17.4pp |
| Annual return | -17.93% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $853 | $3,184-73.2% | $4,951-82.8% | $2,596-67.2% |
| Participant deferral / active EE | $1,701 | $3,384-49.7% | $5,637-69.8% | $4,027-57.8% |
| Admin fee / account holder | $6,449 | $5,755+12.1% | $14,673-56.0% | $5,403+19.4% |