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 | $52,451 | $73,867-29.0% | $143,757-63.5% | $68,494-23.4% |
| Participation rate | 27.5% | 66.7%-39.2pp | 80.3%-52.9pp | 67.9%-40.4pp |
| Annual return | -13.44% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $760 | $3,184-76.1% | $4,951-84.7% | $2,596-70.7% |
| Participant deferral / active EE | $962 | $3,384-71.6% | $5,637-82.9% | $4,027-76.1% |
| Admin fee / account holder | $5,855 | $5,755+1.7% | $14,673-60.1% | $5,403+8.4% |