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 | $46,003 | $46,674-1.4% | $117,472-60.8% | $68,494-32.8% |
| Participation rate | 19.5% | 56.8%-37.2pp | 70.6%-51.0pp | 67.9%-48.3pp |
| Annual return | -15.50% | -14.52%-1.0pp | 29.74%-45.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $382 | $1,505-74.6% | $4,176-90.8% | $2,596-85.3% |
| Participant deferral / active EE | $1,024 | $2,636-61.1% | $4,070-74.8% | $4,027-74.6% |
| Admin fee / account holder | $902 | $4,020-77.6% | $5,645-84.0% | $5,403-83.3% |