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 | $40,535 | $54,229-25.3% | $70,092-42.2% | $68,494-40.8% |
| Participation rate | 47.9% | 64.5%-16.5pp | 70.5%-22.5pp | 67.9%-19.9pp |
| Annual return | -18.83% | -13.87%-5.0pp | 190.73%-209.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $723 | $2,018-64.2% | $2,559-71.7% | $2,596-72.1% |
| Participant deferral / active EE | $1,537 | $2,956-48.0% | $3,849-60.1% | $4,027-61.8% |
| Admin fee / account holder | $3,516 | $4,694-25.1% | $6,267-43.9% | $5,403-34.9% |