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 | $20,192 | $49,280-59.0% | $67,313-70.0% | $64,186-68.5% |
| Participation rate | 26.1% | 60.8%-34.7pp | 69.1%-43.0pp | 69.6%-43.5pp |
| Annual return | -6.08% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $992 | $2,484-60.1% | $3,568-72.2% | $3,470-71.4% |
| Admin fee / account holder | $519 | $3,863-86.6% | $4,507-88.5% | $4,888-89.4% |