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 | $40,987 | $46,674-12.2% | $117,472-65.1% | $68,494-40.2% |
| Participation rate | 34.5% | 56.8%-22.3pp | 70.6%-36.1pp | 67.9%-33.4pp |
| Annual return | -15.65% | -14.52%-1.1pp | 29.74%-45.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $612 | $1,505-59.3% | $4,176-85.3% | $2,596-76.4% |
| Participant deferral / active EE | $2,252 | $2,636-14.6% | $4,070-44.7% | $4,027-44.1% |
| Admin fee / account holder | $10,905 | $4,020+171.3% | $5,645+93.2% | $5,403+101.8% |