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 | $19,345 | $53,162-63.6% | $91,220-78.8% | $68,494-71.8% |
| Participation rate | 53.8% | 63.2%-9.4pp | 73.2%-19.4pp | 67.9%-14.0pp |
| Annual return | -18.49% | -3.14%-15.4pp | 114.01%-132.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $741 | $1,709-56.6% | $2,850-74.0% | $2,596-71.5% |
| Participant deferral / active EE | $1,621 | $2,974-45.5% | $4,234-61.7% | $4,027-59.7% |
| Admin fee / account holder | $2,061 | $4,493-54.1% | $5,420-62.0% | $5,403-61.8% |