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 | $30,648 | $82,664-62.9% | $125,339-75.5% | $68,494-55.3% |
| Participation rate | 39.0% | 75.0%-36.0pp | 82.4%-43.3pp | 67.9%-28.9pp |
| Annual return | -17.22% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,620 | $6,110-57.1% | $7,446-64.8% | $4,027-34.9% |
| Admin fee / account holder | $5,324 | $6,275-15.2% | $10,010-46.8% | $5,403-1.5% |