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 | $36,413 | $46,674-22.0% | $117,472-69.0% | $68,494-46.8% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -15.77% | -14.52%-1.3pp | 29.74%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $393 | $1,505-73.9% | $4,176-90.6% | $2,596-84.9% |
| Participant deferral / active EE | $2,328 | $2,636-11.7% | $4,070-42.8% | $4,027-42.2% |
| Admin fee / account holder | $517 | $4,020-87.1% | $5,645-90.8% | $5,403-90.4% |