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 | $31,499 | $73,867-57.4% | $143,757-78.1% | $68,494-54.0% |
| Participation rate | 46.7% | 66.7%-20.0pp | 80.3%-33.6pp | 67.9%-21.2pp |
| Annual return | -18.04% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $947 | $3,184-70.2% | $4,951-80.9% | $2,596-63.5% |
| Participant deferral / active EE | $2,427 | $3,384-28.3% | $5,637-56.9% | $4,027-39.7% |
| Admin fee / account holder | $12,884 | $5,755+123.9% | $14,673-12.2% | $5,403+138.5% |