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 | $36,550 | $82,664-55.8% | $125,339-70.8% | $68,494-46.6% |
| Participation rate | 52.6% | 75.0%-22.4pp | 82.4%-29.7pp | 67.9%-15.3pp |
| Annual return | -15.47% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,088 | $6,110+32.4% | $7,446+8.6% | $4,027+100.8% |
| Admin fee / account holder | $3,611 | $6,275-42.5% | $10,010-63.9% | $5,403-33.2% |