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 | $38,786 | $73,004-46.9% | $90,749-57.3% | $68,494-43.4% |
| Participation rate | 48.1% | 70.8%-22.7pp | 75.7%-27.5pp | 67.9%-19.7pp |
| Annual return | -16.17% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,433 | $2,193-34.6% | $2,921-50.9% | $2,596-44.8% |
| Participant deferral / active EE | $2,427 | $3,627-33.1% | $4,564-46.8% | $4,027-39.7% |
| Admin fee / account holder | $7,068 | $5,896+19.9% | $8,445-16.3% | $5,403+30.8% |