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 | $15,392 | $42,894-64.1% | $60,874-74.7% | $68,494-77.5% |
| Participation rate | 63.3% | 66.8%-3.5pp | 73.1%-9.8pp | 67.9%-4.6pp |
| Annual return | -11.27% | -13.98%+2.7pp | 16.90%-28.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $735 | $1,978-62.8% | $2,701-72.8% | $2,596-71.7% |
| Participant deferral / active EE | $1,607 | $2,867-44.0% | $3,817-57.9% | $4,027-60.1% |
| Admin fee / account holder | $2,460 | $3,101-20.6% | $3,224-23.7% | $5,403-54.5% |