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 | $22,568 | $54,229-58.4% | $70,092-67.8% | $68,494-67.1% |
| Participation rate | 52.6% | 64.5%-11.9pp | 70.5%-17.8pp | 67.9%-15.3pp |
| Annual return | -14.76% | -13.87%-0.9pp | 190.73%-205.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $903 | $2,018-55.3% | $2,559-64.7% | $2,596-65.2% |
| Participant deferral / active EE | $2,058 | $2,956-30.4% | $3,849-46.5% | $4,027-48.9% |
| Admin fee / account holder | $7,576 | $4,694+61.4% | $6,267+20.9% | $5,403+40.2% |