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 | $24,730 | $73,867-66.5% | $143,757-82.8% | $68,494-63.9% |
| Participation rate | 28.9% | 66.7%-37.8pp | 80.3%-51.4pp | 67.9%-39.0pp |
| Annual return | -15.96% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,958 | $3,384-42.1% | $5,637-65.3% | $4,027-51.4% |
| Admin fee / account holder | $4,670 | $5,755-18.8% | $14,673-68.2% | $5,403-13.6% |