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 | $30,399 | $42,894-29.1% | $60,874-50.1% | $68,494-55.6% |
| Participation rate | 47.1% | 66.8%-19.7pp | 73.1%-26.0pp | 67.9%-20.8pp |
| Annual return | -18.48% | -13.98%-4.5pp | 16.90%-35.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,980 | $2,867-30.9% | $3,817-48.1% | $4,027-50.8% |
| Admin fee / account holder | $1,976 | $3,101-36.3% | $3,224-38.7% | $5,403-63.4% |