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 | $43,637 | $48,265-9.6% | $68,791-36.6% | $68,494-36.3% |
| Participation rate | 29.5% | 60.7%-31.1pp | 69.0%-39.5pp | 67.9%-38.3pp |
| Annual return | -18.33% | -12.71%-5.6pp | -6.38%-12.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,069 | $2,867-62.7% | $3,941-72.9% | $4,027-73.5% |
| Admin fee / account holder | $4,830 | $4,355+10.9% | $4,932-2.1% | $5,403-10.6% |