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 | $21,298 | $49,177-56.7% | $79,464-73.2% | $64,186-66.8% |
| Participation rate | 57.4% | 65.0%-7.7pp | 73.3%-16.0pp | 69.6%-12.2pp |
| Annual return | -6.09% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $799 | $2,076-61.5% | $2,800-71.5% | $2,381-66.4% |
| Participant deferral / active EE | $1,071 | $2,821-62.0% | $3,704-71.1% | $3,470-69.1% |
| Admin fee / account holder | $752 | $3,839-80.4% | $5,113-85.3% | $4,888-84.6% |