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 | $32,048 | $46,674-31.3% | $117,472-72.7% | $68,494-53.2% |
| Participation rate | 44.7% | 56.8%-12.1pp | 70.6%-25.9pp | 67.9%-23.2pp |
| Annual return | -10.29% | -14.52%+4.2pp | 29.74%-40.0pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,029 | $1,505-31.6% | $4,176-75.4% | $2,596-60.4% |
| Participant deferral / active EE | $1,613 | $2,636-38.8% | $4,070-60.4% | $4,027-60.0% |
| Admin fee / account holder | $2,842 | $4,020-29.3% | $5,645-49.7% | $5,403-47.4% |