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 | $54,326 | $64,707-16.0% | $112,228-51.6% | $68,494-20.7% |
| Participation rate | 36.0% | 67.2%-31.2pp | 75.1%-39.1pp | 67.9%-31.9pp |
| Annual return | -14.44% | -11.40%-3.0pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $944 | $2,746-65.6% | $3,635-74.0% | $2,596-63.6% |
| Participant deferral / active EE | $2,185 | $3,565-38.7% | $4,728-53.8% | $4,027-45.8% |
| Admin fee / account holder | $12,328 | $5,232+135.6% | $6,410+92.3% | $5,403+128.2% |