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 | $37,162 | $42,383-12.3% | $76,523-51.4% | $64,186-42.1% |
| Participation rate | 25.0% | 58.1%-33.1pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | -7.52% | -16.54%+9.0pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $244 | $1,563-84.4% | $2,647-90.8% | $2,381-89.8% |
| Participant deferral / active EE | $756 | $2,566-70.5% | $3,835-80.3% | $3,470-78.2% |
| Admin fee / account holder | $452 | $3,198-85.9% | $4,848-90.7% | $4,888-90.8% |