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 8-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 | $16,267 | $48,265-66.3% | $68,791-76.4% | $68,494-76.3% |
| Participation rate | 31.4% | 60.7%-29.2pp | 69.0%-37.6pp | 67.9%-36.5pp |
| Annual return | -17.69% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $694 | $1,829-62.0% | $2,655-73.9% | $2,596-73.3% |
| Participant deferral / active EE | $1,203 | $2,867-58.0% | $3,941-69.5% | $4,027-70.1% |
| Admin fee / account holder | $2,244 | $4,355-48.5% | $4,932-54.5% | $5,403-58.5% |