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 | $52,964 | $92,222-42.6% | $76,768-31.0% | $135,375-60.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -6.88% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,069 | $4,509-54.1% | $3,852-46.3% | $5,609-63.1% |
| Admin fee / account holder | $3,159 | $10,748-70.6% | $6,675-52.7% | $10,827-70.8% |