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 | $58,288 | $82,664-29.5% | $125,339-53.5% | $68,494-14.9% |
| Participation rate | 65.2% | 75.0%-9.8pp | 82.4%-17.2pp | 67.9%-2.7pp |
| Annual return | -19.17% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,267 | $6,110-13.8% | $7,446-29.3% | $4,027+30.8% |
| Admin fee / account holder | $780 | $6,275-87.6% | $10,010-92.2% | $5,403-85.6% |