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 8-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 | $27,499 | $54,229-49.3% | $70,092-60.8% | $68,494-59.9% |
| Participation rate | 28.1% | 64.5%-36.4pp | 70.5%-42.4pp | 67.9%-39.8pp |
| Annual return | -14.90% | -13.87%-1.0pp | 190.73%-205.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $496 | $2,018-75.4% | $2,559-80.6% | $2,596-80.9% |
| Participant deferral / active EE | $1,360 | $2,956-54.0% | $3,849-64.7% | $4,027-66.2% |
| Admin fee / account holder | $1,186 | $4,694-74.7% | $6,267-81.1% | $5,403-78.1% |