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 | $12,996 | $42,383-69.3% | $76,523-83.0% | $64,186-79.8% |
| Participation rate | 30.6% | 58.1%-27.6pp | 68.0%-37.4pp | 69.6%-39.0pp |
| Annual return | -7.77% | -16.54%+8.8pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $954 | $1,563-39.0% | $2,647-64.0% | $2,381-59.9% |
| Participant deferral / active EE | $1,219 | $2,566-52.5% | $3,835-68.2% | $3,470-64.9% |
| Admin fee / account holder | $1,047 | $3,198-67.3% | $4,848-78.4% | $4,888-78.6% |