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 | $84,043 | $77,813+8.0% | $123,544-32.0% | $64,186+30.9% |
| Participation rate | 28.6% | 74.7%-46.1pp | 82.3%-53.7pp | 69.6%-41.0pp |
| Annual return | -0.11% | 12.48%-12.6pp | 119.20%-119.3pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,777 | $5,240-47.0% | $6,426-56.8% | $3,470-20.0% |
| Admin fee / account holder | $10,496 | $5,519+90.2% | $9,284+13.1% | $4,888+114.7% |