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 8-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 | $22,740 | $48,265-52.9% | $68,791-66.9% | $68,494-66.8% |
| Participation rate | 40.7% | 60.7%-19.9pp | 69.0%-28.3pp | 67.9%-27.1pp |
| Annual return | -18.95% | -12.71%-6.2pp | -6.38%-12.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $603 | $1,829-67.0% | $2,655-77.3% | $2,596-76.8% |
| Participant deferral / active EE | $1,933 | $2,867-32.6% | $3,941-51.0% | $4,027-52.0% |
| Admin fee / account holder | $907 | $4,355-79.2% | $4,932-81.6% | $5,403-83.2% |