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 | $44,858 | $65,061-31.1% | $143,757-68.8% | $66,914-33.0% |
| Participation rate | 28.2% | 65.2%-37.0pp | 80.3%-52.2pp | 69.8%-41.6pp |
| Annual return | -15.08% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,406 | $2,919-51.8% | $5,637-75.1% | $4,237-66.8% |
| Admin fee / account holder | $6,114 | $502+1118.0% | $14,673-58.3% | $593+930.5% |