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 | $35,885 | $53,162-32.5% | $91,220-60.7% | $68,494-47.6% |
| Participation rate | 27.4% | 63.2%-35.8pp | 73.2%-45.8pp | 67.9%-40.5pp |
| Annual return | -18.49% | -3.14%-15.4pp | 114.01%-132.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $970 | $1,709-43.3% | $2,850-66.0% | $2,596-62.6% |
| Participant deferral / active EE | $1,117 | $2,974-62.4% | $4,234-73.6% | $4,027-72.3% |
| Admin fee / account holder | $2,866 | $4,493-36.2% | $5,420-47.1% | $5,403-47.0% |