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 5-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 | $64,003 | $86,699-26.2% | $73,307-12.7% | $125,391-49.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 74.9%-74.9pp | 83.2%-83.2pp |
| Annual return | -1.25% | 2.78%-4.0pp | 5.67%-6.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,185 | $5,550-42.6% | $4,991-36.2% | $5,352-40.5% |
| Admin fee / account holder | $1,213 | $7,771-84.4% | $5,637-78.5% | $9,540-87.3% |