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 | $83,534 | $82,664+1.1% | $125,339-33.4% | $68,494+22.0% |
| Participation rate | 27.5% | 75.0%-47.5pp | 82.4%-54.9pp | 67.9%-40.4pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,313 | $6,110-45.8% | $7,446-55.5% | $4,027-17.7% |
| Admin fee / account holder | $3,763 | $6,275-40.0% | $10,010-62.4% | $5,403-30.4% |