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 | $24,367 | $87,540-72.2% | $75,781-67.8% | $125,391-80.6% |
| Participation rate | 52.9% | 80.2%-27.2pp | 75.8%-22.9pp | 83.2%-30.2pp |
| Annual return | -1.83% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,281 | $4,229-46.1% | $3,651-37.5% | $5,352-57.4% |
| Admin fee / account holder | $4,394 | $6,502-32.4% | $5,299-17.1% | $9,540-53.9% |