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 | $41,292 | $81,900-49.6% | $119,609-65.5% | $68,494-39.7% |
| Participation rate | 54.5% | 71.9%-17.3pp | 79.3%-24.7pp | 67.9%-13.3pp |
| Annual return | -12.95% | -23.82%+10.9pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,366 | $4,148-18.8% | $5,602-39.9% | $4,027-16.4% |
| Admin fee / account holder | $4,784 | $6,582-27.3% | $10,323-53.7% | $5,403-11.5% |