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 | $28,430 | $64,707-56.1% | $112,228-74.7% | $68,494-58.5% |
| Participation rate | 21.3% | 67.2%-45.9pp | 75.1%-53.8pp | 67.9%-46.6pp |
| Annual return | -18.31% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,583 | $3,565-27.5% | $4,728-45.4% | $4,027-35.8% |
| Admin fee / account holder | $2,215 | $5,232-57.7% | $6,410-65.4% | $5,403-59.0% |