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 | $25,834 | $64,707-60.1% | $112,228-77.0% | $68,494-62.3% |
| Participation rate | 42.3% | 67.2%-24.8pp | 75.1%-32.8pp | 67.9%-25.6pp |
| Annual return | -19.17% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $818 | $2,746-70.2% | $3,635-77.5% | $2,596-68.5% |
| Participant deferral / active EE | $1,745 | $3,565-51.1% | $4,728-63.1% | $4,027-56.7% |
| Admin fee / account holder | $1,973 | $5,232-62.3% | $6,410-69.2% | $5,403-63.5% |