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 | $44,364 | $45,863-3.3% | $77,024-42.4% | $68,494-35.2% |
| Participation rate | 24.3% | 55.9%-31.6pp | 67.9%-43.6pp | 67.9%-43.6pp |
| Annual return | -15.04% | 1.72%-16.8pp | 42.32%-57.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $276 | $1,650-83.3% | $2,812-90.2% | $2,596-89.4% |
| Participant deferral / active EE | $893 | $2,962-69.9% | $4,426-79.8% | $4,027-77.8% |
| Admin fee / account holder | $7,892 | $3,041+159.5% | $5,425+45.5% | $5,403+46.1% |