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 | $79,760 | $142,344-44.0% | $119,609-33.3% | $134,475-40.7% |
| Participation rate | 39.1% | 82.8%-43.7pp | 79.3%-40.1pp | 81.2%-42.1pp |
| Annual return | -12.92% | -12.44%-0.5pp | -14.97%+2.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,036 | $6,469-68.5% | $5,602-63.7% | $6,400-68.2% |
| Admin fee / account holder | $34,009 | $13,584+150.4% | $10,323+229.4% | $11,426+197.6% |