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 | $26,201 | $48,265-45.7% | $68,791-61.9% | $68,494-61.7% |
| Participation rate | 48.0% | 60.7%-12.7pp | 69.0%-21.0pp | 67.9%-19.9pp |
| Annual return | -18.84% | -12.71%-6.1pp | -6.38%-12.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $987 | $1,829-46.0% | $2,655-62.8% | $2,596-62.0% |
| Participant deferral / active EE | $2,003 | $2,867-30.1% | $3,941-49.2% | $4,027-50.3% |
| Admin fee / account holder | $991 | $4,355-77.3% | $4,932-79.9% | $5,403-81.7% |