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 | $19,013 | $82,664-77.0% | $125,339-84.8% | $68,494-72.2% |
| Participation rate | 57.4% | 75.0%-17.7pp | 82.4%-25.0pp | 67.9%-10.5pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,526 | $6,110-25.9% | $7,446-39.2% | $4,027+12.4% |
| Admin fee / account holder | $4,181 | $6,275-33.4% | $10,010-58.2% | $5,403-22.6% |