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 | $31,464 | $64,707-51.4% | $112,228-72.0% | $68,494-54.1% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | -16.80% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $753 | $2,746-72.6% | $3,635-79.3% | $2,596-71.0% |
| Participant deferral / active EE | $2,292 | $3,565-35.7% | $4,728-51.5% | $4,027-43.1% |
| Admin fee / account holder | $1,134 | $5,232-78.3% | $6,410-82.3% | $5,403-79.0% |