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 | $30,634 | $142,344-78.5% | $119,609-74.4% | $134,475-77.2% |
| Participation rate | 36.8% | 82.8%-46.0pp | 79.3%-42.4pp | 81.2%-44.4pp |
| Annual return | -16.88% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,052 | $6,469-68.3% | $5,602-63.4% | $6,400-67.9% |
| Admin fee / account holder | $814 | $13,584-94.0% | $10,323-92.1% | $11,426-92.9% |