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 | $32,550 | $42,894-24.1% | $60,874-46.5% | $68,494-52.5% |
| Participation rate | 37.3% | 66.8%-29.5pp | 73.1%-35.8pp | 67.9%-30.6pp |
| Annual return | -12.20% | -13.98%+1.8pp | 16.90%-29.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $430 | $1,978-78.3% | $2,701-84.1% | $2,596-83.5% |
| Participant deferral / active EE | $1,768 | $2,867-38.3% | $3,817-53.7% | $4,027-56.1% |
| Admin fee / account holder | $4,391 | $3,101+41.6% | $3,224+36.2% | $5,403-18.7% |