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 | $55,750 | $42,894+30.0% | $60,874-8.4% | $68,494-18.6% |
| Participation rate | 31.3% | 66.8%-35.5pp | 73.1%-41.9pp | 67.9%-36.6pp |
| Annual return | -11.41% | -13.98%+2.6pp | 16.90%-28.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,991 | $2,867-30.5% | $3,817-47.8% | $4,027-50.6% |
| Admin fee / account holder | $891 | $3,101-71.3% | $3,224-72.4% | $5,403-83.5% |