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 | $54,846 | $76,912-28.7% | $129,110-57.5% | $68,494-19.9% |
| Participation rate | 46.7% | 69.1%-22.5pp | 77.3%-30.6pp | 67.9%-21.2pp |
| Annual return | -17.17% | -9.78%-7.4pp | -10.94%-6.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $862 | $3,243-73.4% | $5,052-82.9% | $2,596-66.8% |
| Participant deferral / active EE | $2,134 | $4,732-54.9% | $6,542-67.4% | $4,027-47.0% |
| Admin fee / account holder | $7,894 | $6,638+18.9% | $14,302-44.8% | $5,403+46.1% |