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 | $25,846 | $48,265-46.5% | $68,791-62.4% | $68,494-62.3% |
| Participation rate | 53.8% | 60.7%-6.8pp | 69.0%-15.2pp | 67.9%-14.0pp |
| Annual return | -18.62% | -12.71%-5.9pp | -6.38%-12.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,110 | $2,867-26.4% | $3,941-46.5% | $4,027-47.6% |
| Admin fee / account holder | $1,367 | $4,355-68.6% | $4,932-72.3% | $5,403-74.7% |