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 | $22,731 | $46,674-51.3% | $117,472-80.6% | $68,494-66.8% |
| Participation rate | 48.7% | 56.8%-8.1pp | 70.6%-21.9pp | 67.9%-19.2pp |
| Annual return | -15.63% | -14.52%-1.1pp | 29.74%-45.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $307 | $1,505-79.6% | $4,176-92.6% | $2,596-88.2% |
| Participant deferral / active EE | $2,722 | $2,636+3.2% | $4,070-33.1% | $4,027-32.4% |
| Admin fee / account holder | $622 | $4,020-84.5% | $5,645-89.0% | $5,403-88.5% |