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 | $70,836 | $95,862-26.1% | $79,550-11.0% | $134,475-47.3% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -19.22% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,268 | $4,693-30.4% | $3,985-18.0% | $6,400-48.9% |
| Admin fee / account holder | $25,243 | $9,126+176.6% | $6,832+269.5% | $11,426+120.9% |