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 | $39,809 | $73,867-46.1% | $143,757-72.3% | $68,494-41.9% |
| Participation rate | 43.3% | 66.7%-23.3pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -14.02% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,825 | $3,384-46.1% | $5,637-67.6% | $4,027-54.7% |
| Admin fee / account holder | $10,334 | $5,755+79.6% | $14,673-29.6% | $5,403+91.3% |