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 | $108,466 | $82,286+31.8% | $68,791+57.7% | $134,475-19.3% |
| Participation rate | 42.1% | 75.1%-33.0pp | 69.0%-26.9pp | 81.2%-39.1pp |
| Annual return | -16.68% | -2.19%-14.5pp | -6.38%-10.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,794 | $4,739-62.1% | $3,941-54.5% | $6,400-72.0% |
| Admin fee / account holder | $680 | $6,481-89.5% | $4,932-86.2% | $11,426-94.1% |