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 | $30,418 | $95,862-68.3% | $79,550-61.8% | $134,475-77.4% |
| Participation rate | 21.4% | 75.0%-53.6pp | 69.5%-48.1pp | 81.2%-59.8pp |
| Annual return | -16.21% | -2.69%-13.5pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,221 | $4,693-74.0% | $3,985-69.4% | $6,400-80.9% |
| Admin fee / account holder | $1,740 | $9,126-80.9% | $6,832-74.5% | $11,426-84.8% |