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 | $29,957 | $53,162-43.7% | $91,220-67.2% | $68,494-56.3% |
| Participation rate | 44.2% | 63.2%-19.0pp | 73.2%-29.0pp | 67.9%-23.7pp |
| Annual return | -10.04% | -3.14%-6.9pp | 114.01%-124.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,496 | $2,974-49.7% | $4,234-64.7% | $4,027-62.9% |
| Admin fee / account holder | $2,203 | $4,493-51.0% | $5,420-59.3% | $5,403-59.2% |