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 | $19,436 | $46,674-58.4% | $117,472-83.5% | $68,494-71.6% |
| Participation rate | 43.3% | 56.8%-13.4pp | 70.6%-27.3pp | 67.9%-24.6pp |
| Annual return | -17.38% | -14.52%-2.9pp | 29.74%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $308 | $1,505-79.5% | $4,176-92.6% | $2,596-88.1% |
| Participant deferral / active EE | $2,286 | $2,636-13.3% | $4,070-43.8% | $4,027-43.2% |
| Admin fee / account holder | $413 | $4,020-89.7% | $5,645-92.7% | $5,403-92.4% |