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 | $24,811 | $42,894-42.2% | $60,874-59.2% | $68,494-63.8% |
| Participation rate | 58.6% | 66.8%-8.2pp | 73.1%-14.5pp | 67.9%-9.3pp |
| Annual return | -16.19% | -13.98%-2.2pp | 16.90%-33.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $484 | $1,978-75.5% | $2,701-82.1% | $2,596-81.4% |
| Participant deferral / active EE | $3,305 | $2,867+15.3% | $3,817-13.4% | $4,027-17.9% |
| Admin fee / account holder | $6,078 | $3,101+96.0% | $3,224+88.5% | $5,403+12.5% |