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 | $36,163 | $48,265-25.1% | $68,791-47.4% | $68,494-47.2% |
| Participation rate | 45.5% | 60.7%-15.2pp | 69.0%-23.6pp | 67.9%-22.4pp |
| Annual return | -14.68% | -12.71%-2.0pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $363 | $1,829-80.1% | $2,655-86.3% | $2,596-86.0% |
| Participant deferral / active EE | $1,860 | $2,867-35.1% | $3,941-52.8% | $4,027-53.8% |
| Admin fee / account holder | $3,327 | $4,355-23.6% | $4,932-32.5% | $5,403-38.4% |