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 | $23,324 | $54,229-57.0% | $70,092-66.7% | $68,494-65.9% |
| Participation rate | 54.5% | 64.5%-9.9pp | 70.5%-15.9pp | 67.9%-13.3pp |
| Annual return | -18.59% | -13.87%-4.7pp | 190.73%-209.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $910 | $2,018-54.9% | $2,559-64.4% | $2,596-65.0% |
| Participant deferral / active EE | $2,510 | $2,956-15.1% | $3,849-34.8% | $4,027-37.7% |
| Admin fee / account holder | $1,117 | $4,694-76.2% | $6,267-82.2% | $5,403-79.3% |