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 | $58,363 | $82,664-29.4% | $125,339-53.4% | $68,494-14.8% |
| Participation rate | 30.0% | 75.0%-45.0pp | 82.4%-52.4pp | 67.9%-37.9pp |
| Annual return | -16.41% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,305 | $3,381-61.4% | $4,814-72.9% | $2,596-49.7% |
| Participant deferral / active EE | $2,941 | $6,110-51.9% | $7,446-60.5% | $4,027-27.0% |
| Admin fee / account holder | $4,666 | $6,275-25.6% | $10,010-53.4% | $5,403-13.6% |