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 | $61,903 | $100,754-38.6% | $86,677-28.6% | $134,475-54.0% |
| Participation rate | 36.4% | 78.9%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -19.21% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,118 | $5,338-4.1% | $4,656+9.9% | $6,400-20.0% |
| Admin fee / account holder | $5,390 | $10,926-50.7% | $7,493-28.1% | $11,426-52.8% |