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 | $23,155 | $127,386-81.8% | $115,037-79.9% | $125,391-81.5% |
| Participation rate | 47.6% | 84.2%-36.5pp | 81.4%-33.7pp | 83.2%-35.6pp |
| Annual return | -2.31% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,002 | $6,423-68.8% | $6,026-66.8% | $5,352-62.6% |
| Admin fee / account holder | $1,255 | $9,516-86.8% | $8,175-84.7% | $9,540-86.8% |