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 | $41,432 | $82,664-49.9% | $125,339-66.9% | $68,494-39.5% |
| Participation rate | 49.0% | 75.0%-26.1pp | 82.4%-33.4pp | 67.9%-18.9pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,066 | $6,110-49.8% | $7,446-58.8% | $4,027-23.9% |
| Admin fee / account holder | $1,144 | $6,275-81.8% | $10,010-88.6% | $5,403-78.8% |