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 | $79,456 | $82,286-3.4% | $68,791+15.5% | $134,475-40.9% |
| Participation rate | 45.8% | 75.1%-29.2pp | 69.0%-23.2pp | 81.2%-35.4pp |
| Annual return | -17.01% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,829 | $4,739-61.4% | $3,941-53.6% | $6,400-71.4% |
| Admin fee / account holder | $1,204 | $6,481-81.4% | $4,932-75.6% | $11,426-89.5% |