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 | $42,031 | $48,265-12.9% | $68,791-38.9% | $68,494-38.6% |
| Participation rate | 51.8% | 60.7%-8.9pp | 69.0%-17.2pp | 67.9%-16.1pp |
| Annual return | -17.67% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $947 | $1,829-48.2% | $2,655-64.3% | $2,596-63.5% |
| Participant deferral / active EE | $1,739 | $2,867-39.3% | $3,941-55.9% | $4,027-56.8% |
| Admin fee / account holder | $1,639 | $4,355-62.4% | $4,932-66.8% | $5,403-69.7% |