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 | $40,037 | $48,265-17.0% | $68,791-41.8% | $68,494-41.5% |
| Participation rate | 49.1% | 60.7%-11.6pp | 69.0%-20.0pp | 67.9%-18.8pp |
| Annual return | -13.53% | -12.71%-0.8pp | -6.38%-7.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $438 | $1,829-76.1% | $2,655-83.5% | $2,596-83.1% |
| Participant deferral / active EE | $1,503 | $2,867-47.6% | $3,941-61.9% | $4,027-62.7% |
| Admin fee / account holder | $3,832 | $4,355-12.0% | $4,932-22.3% | $5,403-29.1% |