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 | $21,534 | $48,265-55.4% | $68,791-68.7% | $68,494-68.6% |
| Participation rate | 44.8% | 60.7%-15.9pp | 69.0%-24.2pp | 67.9%-23.1pp |
| Annual return | -17.05% | -12.71%-4.3pp | -6.38%-10.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $862 | $1,829-52.8% | $2,655-67.5% | $2,596-66.8% |
| Participant deferral / active EE | $1,438 | $2,867-49.8% | $3,941-63.5% | $4,027-64.3% |
| Admin fee / account holder | $9,191 | $4,355+111.0% | $4,932+86.4% | $5,403+70.1% |