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 | $29,261 | $54,229-46.0% | $70,092-58.3% | $68,494-57.3% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -12.44% | -13.87%+1.4pp | 190.73%-203.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $709 | $2,018-64.9% | $2,559-72.3% | $2,596-72.7% |
| Participant deferral / active EE | $2,793 | $2,956-5.5% | $3,849-27.4% | $4,027-30.6% |
| Admin fee / account holder | $38,692 | $4,694+724.2% | $6,267+517.4% | $5,403+616.2% |