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 | $37,744 | $46,674-19.1% | $117,472-67.9% | $68,494-44.9% |
| Participation rate | 51.3% | 56.8%-5.5pp | 70.6%-19.3pp | 67.9%-16.6pp |
| Annual return | -18.00% | -14.52%-3.5pp | 29.74%-47.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $562 | $1,505-62.7% | $4,176-86.5% | $2,596-78.4% |
| Participant deferral / active EE | $2,570 | $2,636-2.5% | $4,070-36.8% | $4,027-36.2% |
| Admin fee / account holder | $9,612 | $4,020+139.1% | $5,645+70.3% | $5,403+77.9% |