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 | $44,396 | $54,229-18.1% | $70,092-36.7% | $68,494-35.2% |
| Participation rate | 28.1% | 64.5%-36.4pp | 70.5%-42.4pp | 67.9%-39.8pp |
| Annual return | -6.52% | -13.87%+7.3pp | 190.73%-197.3pp | -7.84%+1.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,119 | $2,956-62.1% | $3,849-70.9% | $4,027-72.2% |
| Admin fee / account holder | $1,001 | $4,694-78.7% | $6,267-84.0% | $5,403-81.5% |