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 | $42,166 | $46,674-9.7% | $117,472-64.1% | $68,494-38.4% |
| Participation rate | 35.6% | 56.8%-21.2pp | 70.6%-35.0pp | 67.9%-32.3pp |
| Annual return | -17.61% | -14.52%-3.1pp | 29.74%-47.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $563 | $1,505-62.6% | $4,176-86.5% | $2,596-78.3% |
| Participant deferral / active EE | $1,492 | $2,636-43.4% | $4,070-63.3% | $4,027-62.9% |
| Admin fee / account holder | $5,808 | $4,020+44.5% | $5,645+2.9% | $5,403+7.5% |