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 | $64,321 | $81,900-21.5% | $119,609-46.2% | $68,494-6.1% |
| Participation rate | 32.1% | 71.9%-39.7pp | 79.3%-47.1pp | 67.9%-35.7pp |
| Annual return | -17.57% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,730 | $4,148-34.2% | $5,602-51.3% | $4,027-32.2% |
| Admin fee / account holder | $931 | $6,582-85.9% | $10,323-91.0% | $5,403-82.8% |