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 | $35,808 | $85,790-58.3% | $67,313-46.8% | $135,375-73.5% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.1%-27.4pp | 82.6%-41.0pp |
| Annual return | -7.41% | -0.54%-6.9pp | -4.08%-3.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,271 | $4,651-51.2% | $3,568-36.4% | $5,609-59.5% |
| Admin fee / account holder | $370 | $6,392-94.2% | $4,507-91.8% | $10,827-96.6% |