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 | $30,979 | $42,894-27.8% | $60,874-49.1% | $68,494-54.8% |
| Participation rate | 46.9% | 66.8%-19.9pp | 73.1%-26.2pp | 67.9%-21.0pp |
| Annual return | -16.77% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $963 | $1,978-51.3% | $2,701-64.4% | $2,596-62.9% |
| Participant deferral / active EE | $1,658 | $2,867-42.2% | $3,817-56.6% | $4,027-58.8% |
| Admin fee / account holder | $2,540 | $3,101-18.1% | $3,224-21.2% | $5,403-53.0% |