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 | $47,795 | $48,265-1.0% | $68,791-30.5% | $68,494-30.2% |
| Participation rate | 14.3% | 60.7%-46.4pp | 69.0%-54.7pp | 67.9%-53.6pp |
| Annual return | -13.56% | -12.71%-0.9pp | -6.38%-7.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $553 | $1,829-69.7% | $2,655-79.2% | $2,596-78.7% |
| Participant deferral / active EE | $1,228 | $2,867-57.2% | $3,941-68.8% | $4,027-69.5% |
| Admin fee / account holder | $814 | $4,355-81.3% | $4,932-83.5% | $5,403-84.9% |