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 | $37,265 | $49,280-24.4% | $67,313-44.6% | $64,186-41.9% |
| Participation rate | 26.1% | 60.8%-34.7pp | 69.1%-43.0pp | 69.6%-43.5pp |
| Annual return | -4.12% | -1.39%-2.7pp | -4.08%0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $837 | $1,668-49.8% | $2,566-67.4% | $2,381-64.8% |
| Participant deferral / active EE | $1,192 | $2,484-52.0% | $3,568-66.6% | $3,470-65.6% |
| Admin fee / account holder | $6,883 | $3,863+78.2% | $4,507+52.7% | $4,888+40.8% |