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 | $27,300 | $167,307-83.7% | $143,757-81.0% | $134,475-79.7% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -14.56% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,240 | $6,446-3.2% | $5,637+10.7% | $6,400-2.5% |
| Admin fee / account holder | $1,279 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |