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 7-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 | $46,566 | $73,004-36.2% | $90,749-48.7% | $68,494-32.0% |
| Participation rate | 22.2% | 70.8%-48.6pp | 75.7%-53.5pp | 67.9%-45.7pp |
| Annual return | -16.21% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $908 | $2,193-58.6% | $2,921-68.9% | $2,596-65.0% |
| Participant deferral / active EE | $1,726 | $3,627-52.4% | $4,564-62.2% | $4,027-57.1% |
| Admin fee / account holder | $1,910 | $5,896-67.6% | $8,445-77.4% | $5,403-64.7% |