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 | $28,879 | $167,307-82.7% | $143,757-79.9% | $134,475-78.5% |
| Participation rate | 54.2% | 84.8%-30.6pp | 80.3%-26.1pp | 81.2%-27.1pp |
| Annual return | -18.72% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,410 | $6,446-62.6% | $5,637-57.2% | $6,400-62.3% |
| Admin fee / account holder | $1,881 | $18,088-89.6% | $14,673-87.2% | $11,426-83.5% |