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 | $33,264 | $56,357-41.0% | $104,294-68.1% | $68,494-51.4% |
| Participation rate | 33.8% | 63.3%-29.4pp | 73.3%-39.5pp | 67.9%-34.1pp |
| Annual return | -16.21% | -9.19%-7.0pp | 24.61%-40.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $656 | $1,960-66.5% | $3,372-80.5% | $2,596-74.7% |
| Participant deferral / active EE | $1,132 | $3,077-63.2% | $4,625-75.5% | $4,027-71.9% |
| Admin fee / account holder | $2,111 | $4,903-56.9% | $7,339-71.2% | $5,403-60.9% |