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 | $11,364 | $42,894-73.5% | $60,874-81.3% | $68,494-83.4% |
| Participation rate | 53.8% | 66.8%-12.9pp | 73.1%-19.3pp | 67.9%-14.0pp |
| Annual return | -14.39% | -13.98%-0.4pp | 16.90%-31.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $823 | $1,978-58.4% | $2,701-69.5% | $2,596-68.3% |
| Participant deferral / active EE | $1,078 | $2,867-62.4% | $3,817-71.8% | $4,027-73.2% |
| Admin fee / account holder | $2,051 | $3,101-33.9% | $3,224-36.4% | $5,403-62.0% |