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 | $31,929 | $46,674-31.6% | $117,472-72.8% | $68,494-53.4% |
| Participation rate | 42.6% | 56.8%-14.2pp | 70.6%-28.0pp | 67.9%-25.3pp |
| Annual return | -18.23% | -14.52%-3.7pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $557 | $1,505-63.0% | $4,176-86.7% | $2,596-78.5% |
| Participant deferral / active EE | $2,408 | $2,636-8.6% | $4,070-40.8% | $4,027-40.2% |
| Admin fee / account holder | $8,680 | $4,020+115.9% | $5,645+53.8% | $5,403+60.7% |