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 | $26,555 | $46,674-43.1% | $117,472-77.4% | $68,494-61.2% |
| Participation rate | 38.5% | 56.8%-18.2pp | 70.6%-32.0pp | 67.9%-29.3pp |
| Annual return | -16.17% | -14.52%-1.6pp | 29.74%-45.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $497 | $1,505-67.0% | $4,176-88.1% | $2,596-80.9% |
| Participant deferral / active EE | $1,263 | $2,636-52.1% | $4,070-69.0% | $4,027-68.6% |
| Admin fee / account holder | $1,606 | $4,020-60.0% | $5,645-71.5% | $5,403-70.3% |