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 | $23,525 | $42,894-45.2% | $60,874-61.4% | $68,494-65.7% |
| Participation rate | 24.4% | 66.8%-42.4pp | 73.1%-48.8pp | 67.9%-43.5pp |
| Annual return | -16.49% | -13.98%-2.5pp | 16.90%-33.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $975 | $2,867-66.0% | $3,817-74.5% | $4,027-75.8% |
| Admin fee / account holder | $1,507 | $3,101-51.4% | $3,224-53.3% | $5,403-72.1% |