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 | $68,938 | $72,404-4.8% | $110,238-37.5% | $64,186+7.4% |
| Participation rate | 29.4% | 73.3%-43.9pp | 79.8%-50.4pp | 69.6%-40.2pp |
| Annual return | -6.60% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,989 | $3,469-42.7% | $4,672-57.4% | $3,470-42.7% |
| Admin fee / account holder | $789 | $5,664-86.1% | $8,547-90.8% | $4,888-83.9% |