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 | $24,362 | $49,177-50.5% | $79,464-69.3% | $64,186-62.0% |
| Participation rate | 30.4% | 65.0%-34.6pp | 73.3%-42.9pp | 69.6%-39.1pp |
| Annual return | -5.52% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,164 | $2,821-58.7% | $3,704-68.6% | $3,470-66.4% |
| Admin fee / account holder | $1,922 | $3,839-49.9% | $5,113-62.4% | $4,888-60.7% |