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 | $44,450 | $53,162-16.4% | $91,220-51.3% | $68,494-35.1% |
| Participation rate | 41.2% | 63.2%-22.0pp | 73.2%-32.0pp | 67.9%-26.7pp |
| Annual return | -12.00% | -3.14%-8.9pp | 114.01%-126.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $671 | $1,709-60.7% | $2,850-76.5% | $2,596-74.1% |
| Participant deferral / active EE | $3,395 | $2,974+14.2% | $4,234-19.8% | $4,027-15.7% |
| Admin fee / account holder | $4,621 | $4,493+2.8% | $5,420-14.7% | $5,403-14.5% |