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 | $41,898 | $82,664-49.3% | $125,339-66.6% | $68,494-38.8% |
| Participation rate | 48.4% | 75.0%-26.7pp | 82.4%-34.0pp | 67.9%-19.5pp |
| Annual return | -12.19% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,034 | $6,110-17.6% | $7,446-32.4% | $4,027+25.0% |
| Admin fee / account holder | $1,992 | $6,275-68.3% | $10,010-80.1% | $5,403-63.1% |