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 | $13,997 | $42,383-67.0% | $76,523-81.7% | $64,186-78.2% |
| Participation rate | 38.5% | 58.1%-19.7pp | 68.0%-29.5pp | 69.6%-31.1pp |
| Annual return | -7.62% | -16.54%+8.9pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,115 | $1,563-28.7% | $2,647-57.9% | $2,381-53.2% |
| Participant deferral / active EE | $1,793 | $2,566-30.1% | $3,835-53.3% | $3,470-48.3% |
| Admin fee / account holder | $2,009 | $3,198-37.2% | $4,848-58.6% | $4,888-58.9% |