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 5-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 | $14,467 | $48,265-70.0% | $68,791-79.0% | $68,494-78.9% |
| Participation rate | 26.2% | 60.7%-34.5pp | 69.0%-42.8pp | 67.9%-41.7pp |
| Annual return | -19.06% | -12.71%-6.4pp | -6.38%-12.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $590 | $1,829-67.7% | $2,655-77.8% | $2,596-77.3% |
| Participant deferral / active EE | $1,289 | $2,867-55.0% | $3,941-67.3% | $4,027-68.0% |
| Admin fee / account holder | $4,239 | $4,355-2.7% | $4,932-14.1% | $5,403-21.5% |