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 | $56,902 | $76,000-25.1% | $154,107-63.1% | $64,186-11.3% |
| Participation rate | 33.0% | 70.4%-37.4pp | 83.0%-50.0pp | 69.6%-36.6pp |
| Annual return | -5.53% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,790 | $3,175-43.6% | $5,081-64.8% | $3,470-48.4% |
| Admin fee / account holder | $693 | $5,596-87.6% | $13,411-94.8% | $4,888-85.8% |