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 | $27,458 | $48,265-43.1% | $68,791-60.1% | $68,494-59.9% |
| Participation rate | 43.3% | 60.7%-17.3pp | 69.0%-25.7pp | 67.9%-24.6pp |
| Annual return | -16.34% | -12.71%-3.6pp | -6.38%-10.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $599 | $1,829-67.2% | $2,655-77.4% | $2,596-76.9% |
| Participant deferral / active EE | $2,031 | $2,867-29.1% | $3,941-48.5% | $4,027-49.6% |
| Admin fee / account holder | $4,652 | $4,355+6.8% | $4,932-5.7% | $5,403-13.9% |