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 | $18,691 | $42,894-56.4% | $60,874-69.3% | $68,494-72.7% |
| Participation rate | 56.1% | 66.8%-10.7pp | 73.1%-17.0pp | 67.9%-11.8pp |
| Annual return | -14.71% | -13.98%-0.7pp | 16.90%-31.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $433 | $1,978-78.1% | $2,701-84.0% | $2,596-83.3% |
| Participant deferral / active EE | $974 | $2,867-66.0% | $3,817-74.5% | $4,027-75.8% |
| Admin fee / account holder | $1,239 | $3,101-60.1% | $3,224-61.6% | $5,403-77.1% |