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 | $31,337 | $42,894-26.9% | $60,874-48.5% | $68,494-54.2% |
| Participation rate | 41.9% | 66.8%-24.9pp | 73.1%-31.2pp | 67.9%-26.0pp |
| Annual return | -17.43% | -13.98%-3.5pp | 16.90%-34.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $697 | $1,978-64.7% | $2,701-74.2% | $2,596-73.1% |
| Participant deferral / active EE | $1,824 | $2,867-36.4% | $3,817-52.2% | $4,027-54.7% |
| Admin fee / account holder | $3,567 | $3,101+15.0% | $3,224+10.6% | $5,403-34.0% |