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 | $78,696 | $48,265+63.0% | $68,791+14.4% | $68,494+14.9% |
| Participation rate | 43.3% | 60.7%-17.4pp | 69.0%-25.7pp | 67.9%-24.6pp |
| Annual return | -18.60% | -12.71%-5.9pp | -6.38%-12.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,684 | $2,867-41.2% | $3,941-57.3% | $4,027-58.2% |
| Admin fee / account holder | $11,690 | $4,355+168.4% | $4,932+137.0% | $5,403+116.4% |