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 | $34,050 | $48,265-29.5% | $68,791-50.5% | $68,494-50.3% |
| Participation rate | 32.4% | 60.7%-28.3pp | 69.0%-36.7pp | 67.9%-35.5pp |
| Annual return | -15.94% | -12.71%-3.2pp | -6.38%-9.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,946 | $2,867-32.1% | $3,941-50.6% | $4,027-51.7% |
| Admin fee / account holder | $593 | $4,355-86.4% | $4,932-88.0% | $5,403-89.0% |