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 | $65,748 | $69,010-4.7% | $159,960-58.9% | $68,494-4.0% |
| Participation rate | 35.2% | 65.4%-30.2pp | 78.0%-42.8pp | 67.9%-32.7pp |
| Annual return | -15.44% | -9.65%-5.8pp | 408.60%-424.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,443 | $4,212-65.7% | $6,182-76.7% | $4,027-64.2% |
| Admin fee / account holder | $5,068 | $4,798+5.6% | $8,698-41.7% | $5,403-6.2% |