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 | $45,432 | $55,449-18.1% | $83,848-45.8% | $56,287-19.3% |
| Participation rate | 42.6% | 68.0%-25.4pp | 76.1%-33.6pp | 69.9%-27.3pp |
| Annual return | -6.59% | -1.38%-5.2pp | 850.88%-857.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,424 | $2,935+16.6% | $4,082-16.1% | $3,350+2.2% |
| Admin fee / account holder | $2,408 | $656+267.1% | $5,478-56.0% | $521+362.2% |