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 | $25,357 | $42,894-40.9% | $60,874-58.3% | $68,494-63.0% |
| Participation rate | 54.4% | 66.8%-12.4pp | 73.1%-18.7pp | 67.9%-13.5pp |
| Annual return | -14.99% | -13.98%-1.0pp | 16.90%-31.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $771 | $1,978-61.0% | $2,701-71.5% | $2,596-70.3% |
| Participant deferral / active EE | $1,366 | $2,867-52.3% | $3,817-64.2% | $4,027-66.1% |
| Admin fee / account holder | $2,622 | $3,101-15.4% | $3,224-18.7% | $5,403-51.5% |