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 | $19,035 | $46,674-59.2% | $117,472-83.8% | $68,494-72.2% |
| Participation rate | 48.1% | 56.8%-8.6pp | 70.6%-22.4pp | 67.9%-19.7pp |
| Annual return | -16.18% | -14.52%-1.7pp | 29.74%-45.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $653 | $1,505-56.6% | $4,176-84.4% | $2,596-74.8% |
| Participant deferral / active EE | $923 | $2,636-65.0% | $4,070-77.3% | $4,027-77.1% |
| Admin fee / account holder | $2,731 | $4,020-32.1% | $5,645-51.6% | $5,403-49.4% |