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 | $17,944 | $42,894-58.2% | $60,874-70.5% | $68,494-73.8% |
| Participation rate | 28.0% | 66.8%-38.8pp | 73.1%-45.1pp | 67.9%-39.9pp |
| Annual return | -17.11% | -13.98%-3.1pp | 16.90%-34.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,435 | $2,867-50.0% | $3,817-62.4% | $4,027-64.4% |
| Admin fee / account holder | $446 | $3,101-85.6% | $3,224-86.2% | $5,403-91.7% |