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 | $51,844 | $42,894+20.9% | $60,874-14.8% | $68,494-24.3% |
| Participation rate | 35.7% | 66.8%-31.1pp | 73.1%-37.4pp | 67.9%-32.2pp |
| Annual return | -16.83% | -13.98%-2.9pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $661 | $1,978-66.6% | $2,701-75.5% | $2,596-74.5% |
| Participant deferral / active EE | $1,022 | $2,867-64.4% | $3,817-73.2% | $4,027-74.6% |
| Admin fee / account holder | $536 | $3,101-82.7% | $3,224-83.4% | $5,403-90.1% |