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 | $52,283 | $54,229-3.6% | $70,092-25.4% | $68,494-23.7% |
| Participation rate | 41.8% | 64.5%-22.7pp | 70.5%-28.7pp | 67.9%-26.1pp |
| Annual return | -12.09% | -13.87%+1.8pp | 190.73%-202.8pp | -7.84%-4.2pp |
| Employer contribution / active EE | $765 | $2,018-62.1% | $2,559-70.1% | $2,596-70.5% |
| Participant deferral / active EE | $1,149 | $2,956-61.1% | $3,849-70.2% | $4,027-71.5% |
| Admin fee / account holder | $3,168 | $4,694-32.5% | $6,267-49.5% | $5,403-41.4% |