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 | $62,813 | $82,664-24.0% | $125,339-49.9% | $68,494-8.3% |
| Participation rate | 48.8% | 75.0%-26.2pp | 82.4%-33.5pp | 67.9%-19.1pp |
| Annual return | -12.70% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,909 | $6,110-36.0% | $7,446-47.5% | $4,027-2.9% |
| Admin fee / account holder | $403 | $6,275-93.6% | $10,010-96.0% | $5,403-92.5% |