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 | $16,116 | $42,894-62.4% | $60,874-73.5% | $68,494-76.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -15.76% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $900 | $1,978-54.5% | $2,701-66.7% | $2,596-65.3% |
| Participant deferral / active EE | $1,283 | $2,867-55.2% | $3,817-66.4% | $4,027-68.1% |
| Admin fee / account holder | $5,465 | $3,101+76.3% | $3,224+69.5% | $5,403+1.2% |