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 | $48,839 | $46,674+4.6% | $117,472-58.4% | $68,494-28.7% |
| Participation rate | 49.0% | 56.8%-7.8pp | 70.6%-21.6pp | 67.9%-18.9pp |
| Annual return | -15.48% | -14.52%-1.0pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,132 | $2,636-19.1% | $4,070-47.6% | $4,027-47.1% |
| Admin fee / account holder | $3,275 | $4,020-18.5% | $5,645-42.0% | $5,403-39.4% |