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 | $28,561 | $46,674-38.8% | $117,472-75.7% | $68,494-58.3% |
| Participation rate | 36.8% | 56.8%-20.0pp | 70.6%-33.8pp | 67.9%-31.1pp |
| Annual return | -15.93% | -14.52%-1.4pp | 29.74%-45.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $347 | $1,505-76.9% | $4,176-91.7% | $2,596-86.6% |
| Participant deferral / active EE | $1,475 | $2,636-44.1% | $4,070-63.8% | $4,027-63.4% |
| Admin fee / account holder | $1,056 | $4,020-73.7% | $5,645-81.3% | $5,403-80.4% |