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 | $28,840 | $56,357-48.8% | $104,294-72.3% | $68,494-57.9% |
| Participation rate | 56.0% | 63.3%-7.3pp | 73.3%-17.3pp | 67.9%-11.9pp |
| Annual return | -17.16% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $642 | $1,960-67.2% | $3,372-81.0% | $2,596-75.3% |
| Participant deferral / active EE | $1,752 | $3,077-43.1% | $4,625-62.1% | $4,027-56.5% |
| Admin fee / account holder | $479 | $4,903-90.2% | $7,339-93.5% | $5,403-91.1% |