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 | $56,347 | $57,354-1.8% | $83,848-32.8% | $64,186-12.2% |
| Participation rate | 54.0% | 68.6%-14.6pp | 76.1%-22.1pp | 69.6%-15.6pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,925 | $2,993+31.1% | $4,082-3.8% | $3,470+13.1% |
| Admin fee / account holder | $794 | $4,046-80.4% | $5,478-85.5% | $4,888-83.8% |