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 | $43,053 | $49,177-12.5% | $79,464-45.8% | $64,186-32.9% |
| Participation rate | 37.0% | 65.0%-28.0pp | 73.3%-36.3pp | 69.6%-32.5pp |
| Annual return | -8.06% | -1.16%-6.9pp | 718.14%-726.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,045 | $2,821-27.5% | $3,704-44.8% | $3,470-41.1% |
| Admin fee / account holder | $2,127 | $3,839-44.6% | $5,113-58.4% | $4,888-56.5% |