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 | $32,504 | $54,229-40.1% | $70,092-53.6% | $68,494-52.5% |
| Participation rate | 32.6% | 64.5%-31.9pp | 70.5%-37.9pp | 67.9%-35.3pp |
| Annual return | -16.38% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $926 | $2,018-54.1% | $2,559-63.8% | $2,596-64.3% |
| Participant deferral / active EE | $1,546 | $2,956-47.7% | $3,849-59.8% | $4,027-61.6% |
| Admin fee / account holder | $1,255 | $4,694-73.3% | $6,267-80.0% | $5,403-76.8% |