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 | $20,172 | $42,894-53.0% | $60,874-66.9% | $68,494-70.5% |
| Participation rate | 49.4% | 66.8%-17.4pp | 73.1%-23.7pp | 67.9%-18.5pp |
| Annual return | -15.63% | -13.98%-1.6pp | 16.90%-32.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $406 | $1,978-79.5% | $2,701-85.0% | $2,596-84.3% |
| Participant deferral / active EE | $1,057 | $2,867-63.1% | $3,817-72.3% | $4,027-73.8% |
| Admin fee / account holder | $2,592 | $3,101-16.4% | $3,224-19.6% | $5,403-52.0% |