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 | $8,776 | $82,286-89.3% | $68,791-87.2% | $134,475-93.5% |
| Participation rate | 5.0% | 75.1%-70.1pp | 69.0%-64.0pp | 81.2%-76.2pp |
| Annual return | -20.30% | -2.19%-18.1pp | -6.38%-13.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $314 | $6,481-95.2% | $4,932-93.6% | $11,426-97.2% |