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 | $59,344 | $48,265+23.0% | $68,791-13.7% | $68,494-13.4% |
| Participation rate | 47.2% | 60.7%-13.5pp | 69.0%-21.9pp | 67.9%-20.7pp |
| Annual return | -14.70% | -12.71%-2.0pp | -6.38%-8.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $605 | $1,829-66.9% | $2,655-77.2% | $2,596-76.7% |
| Participant deferral / active EE | $1,531 | $2,867-46.6% | $3,941-61.2% | $4,027-62.0% |
| Admin fee / account holder | $30,822 | $4,355+607.7% | $4,932+525.0% | $5,403+470.5% |