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 | $30,131 | $46,674-35.4% | $117,472-74.4% | $68,494-56.0% |
| Participation rate | 27.9% | 56.8%-28.9pp | 70.6%-42.7pp | 67.9%-40.0pp |
| Annual return | -11.92% | -14.52%+2.6pp | 29.74%-41.7pp | -7.84%-4.1pp |
| Employer contribution / active EE | $332 | $1,505-77.9% | $4,176-92.0% | $2,596-87.2% |
| Participant deferral / active EE | $1,250 | $2,636-52.6% | $4,070-69.3% | $4,027-69.0% |
| Admin fee / account holder | $1,464 | $4,020-63.6% | $5,645-74.1% | $5,403-72.9% |