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 | $43,235 | $49,177-12.1% | $79,464-45.6% | $64,186-32.6% |
| Participation rate | 20.0% | 65.0%-45.0pp | 73.3%-53.3pp | 69.6%-49.6pp |
| Annual return | -7.02% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $964 | $2,821-65.8% | $3,704-74.0% | $3,470-72.2% |
| Admin fee / account holder | $320 | $3,839-91.7% | $5,113-93.7% | $4,888-93.5% |