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 | $37,249 | $158,817-76.5% | $121,196-69.3% | $135,375-72.5% |
| Participation rate | 42.1% | 79.3%-37.2pp | 71.7%-29.6pp | 82.6%-40.5pp |
| Annual return | -5.16% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,122 | $4,005-72.0% | $3,344-66.4% | $5,609-80.0% |
| Admin fee / account holder | $2,375 | $6,512-63.5% | $5,019-52.7% | $10,827-78.1% |