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 | $47,671 | $49,280-3.3% | $67,313-29.2% | $64,186-25.7% |
| Participation rate | 23.5% | 60.8%-37.3pp | 69.1%-45.6pp | 69.6%-46.0pp |
| Annual return | -7.79% | -1.39%-6.4pp | -4.08%-3.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $633 | $1,668-62.1% | $2,566-75.3% | $2,381-73.4% |
| Participant deferral / active EE | $918 | $2,484-63.1% | $3,568-74.3% | $3,470-73.6% |
| Admin fee / account holder | $1,223 | $3,863-68.3% | $4,507-72.9% | $4,888-75.0% |