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 | $22,898 | $82,664-72.3% | $125,339-81.7% | $68,494-66.6% |
| Participation rate | 56.4% | 75.0%-18.7pp | 82.4%-26.0pp | 67.9%-11.5pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,959 | $6,110-51.6% | $7,446-60.3% | $4,027-26.5% |
| Admin fee / account holder | $402 | $6,275-93.6% | $10,010-96.0% | $5,403-92.6% |