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 | $20,929 | $48,265-56.6% | $68,791-69.6% | $68,494-69.4% |
| Participation rate | 52.3% | 60.7%-8.4pp | 69.0%-16.7pp | 67.9%-15.6pp |
| Annual return | -18.64% | -12.71%-5.9pp | -6.38%-12.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $688 | $1,829-62.4% | $2,655-74.1% | $2,596-73.5% |
| Participant deferral / active EE | $2,049 | $2,867-28.5% | $3,941-48.0% | $4,027-49.1% |
| Admin fee / account holder | $1,388 | $4,355-68.1% | $4,932-71.9% | $5,403-74.3% |