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 | $66,801 | $95,193-29.8% | $76,523-12.7% | $135,375-50.7% |
| Participation rate | 36.8% | 74.4%-37.5pp | 68.0%-31.2pp | 82.6%-45.8pp |
| Annual return | -5.04% | 4.85%-9.9pp | -0.27%-4.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,467 | $4,639+39.4% | $3,835+68.6% | $5,609+15.3% |
| Admin fee / account holder | $13,656 | $6,249+118.6% | $4,848+181.7% | $10,827+26.1% |