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 | $40,859 | $67,331-39.3% | $60,874-32.9% | $134,475-69.6% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.1%-27.7pp | 81.2%-35.8pp |
| Annual return | -20.21% | 49.93%-70.1pp | 16.90%-37.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,479 | $4,538-67.4% | $3,817-61.2% | $6,400-76.9% |
| Admin fee / account holder | $350 | $4,582-92.4% | $3,224-89.1% | $11,426-96.9% |