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 | $24,040 | $46,674-48.5% | $117,472-79.5% | $68,494-64.9% |
| Participation rate | 22.7% | 56.8%-34.0pp | 70.6%-47.9pp | 67.9%-45.2pp |
| Annual return | -17.00% | -14.52%-2.5pp | 29.74%-46.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,319 | $2,636-49.9% | $4,070-67.6% | $4,027-67.2% |
| Admin fee / account holder | $2,213 | $4,020-44.9% | $5,645-60.8% | $5,403-59.0% |