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 | $53,710 | $71,883-25.3% | $86,677-38.0% | $68,494-21.6% |
| Participation rate | 53.8% | 72.2%-18.5pp | 76.6%-22.8pp | 67.9%-14.1pp |
| Annual return | -16.63% | 3.52%-20.2pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,811 | $3,779+0.8% | $4,656-18.1% | $4,027-5.4% |
| Admin fee / account holder | $3,441 | $6,112-43.7% | $7,493-54.1% | $5,403-36.3% |