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 | $42,473 | $82,286-48.4% | $68,791-38.3% | $134,475-68.4% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.0%-24.0pp | 81.2%-36.2pp |
| Annual return | -18.56% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,528 | $4,739-67.8% | $3,941-61.2% | $6,400-76.1% |
| Admin fee / account holder | $1,780 | $6,481-72.5% | $4,932-63.9% | $11,426-84.4% |