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 | $82,445 | $42,894+92.2% | $60,874+35.4% | $68,494+20.4% |
| Participation rate | 31.8% | 66.8%-35.0pp | 73.1%-41.3pp | 67.9%-36.1pp |
| Annual return | -17.34% | -13.98%-3.4pp | 16.90%-34.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,734 | $2,867-39.5% | $3,817-54.6% | $4,027-56.9% |
| Admin fee / account holder | $1,063 | $3,101-65.7% | $3,224-67.0% | $5,403-80.3% |