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 | $39,428 | $46,674-15.5% | $117,472-66.4% | $68,494-42.4% |
| Participation rate | 51.1% | 56.8%-5.7pp | 70.6%-19.5pp | 67.9%-16.8pp |
| Annual return | -14.17% | -14.52%+0.3pp | 29.74%-43.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $711 | $1,505-52.8% | $4,176-83.0% | $2,596-72.6% |
| Participant deferral / active EE | $1,218 | $2,636-53.8% | $4,070-70.1% | $4,027-69.8% |
| Admin fee / account holder | $3,271 | $4,020-18.6% | $5,645-42.1% | $5,403-39.5% |