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 | $34,578 | $133,958-74.2% | $112,228-69.2% | $134,475-74.3% |
| Participation rate | 30.4% | 78.6%-48.1pp | 75.1%-44.6pp | 81.2%-50.8pp |
| Annual return | -17.84% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,368 | $5,291-55.2% | $4,728-49.9% | $6,400-63.0% |
| Admin fee / account holder | $17,216 | $7,489+129.9% | $6,410+168.6% | $11,426+50.7% |