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 | $30,145 | $42,894-29.7% | $60,874-50.5% | $68,494-56.0% |
| Participation rate | 17.1% | 66.8%-49.6pp | 73.1%-56.0pp | 67.9%-50.7pp |
| Annual return | -17.88% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,088 | $2,867-62.0% | $3,817-71.5% | $4,027-73.0% |
| Admin fee / account holder | $3,159 | $3,101+1.9% | $3,224-2.0% | $5,403-41.5% |