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 | $43,349 | $54,229-20.1% | $70,092-38.2% | $68,494-36.7% |
| Participation rate | 24.4% | 64.5%-40.1pp | 70.5%-46.1pp | 67.9%-43.5pp |
| Annual return | -16.62% | -13.87%-2.8pp | 190.73%-207.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,380 | $2,956-53.3% | $3,849-64.1% | $4,027-65.7% |
| Admin fee / account holder | $6,688 | $4,694+42.5% | $6,267+6.7% | $5,403+23.8% |