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 | $29,781 | $71,883-58.6% | $86,677-65.6% | $68,494-56.5% |
| Participation rate | 48.4% | 72.2%-23.9pp | 76.6%-28.2pp | 67.9%-19.5pp |
| Annual return | -18.12% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,932 | $3,779-48.9% | $4,656-58.5% | $4,027-52.0% |
| Admin fee / account holder | $1,468 | $6,112-76.0% | $7,493-80.4% | $5,403-72.8% |