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 | $29,219 | $42,894-31.9% | $60,874-52.0% | $68,494-57.3% |
| Participation rate | 34.0% | 66.8%-32.8pp | 73.1%-39.1pp | 67.9%-33.9pp |
| Annual return | -15.90% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,531 | $2,867-11.7% | $3,817-33.7% | $4,027-37.1% |
| Admin fee / account holder | $2,267 | $3,101-26.9% | $3,224-29.7% | $5,403-58.0% |