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 | $66,908 | $73,004-8.3% | $90,749-26.3% | $68,494-2.3% |
| Participation rate | 59.4% | 70.8%-11.5pp | 75.7%-16.3pp | 67.9%-8.5pp |
| Annual return | -15.66% | -13.81%-1.9pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,471 | $3,627-4.3% | $4,564-24.0% | $4,027-13.8% |
| Admin fee / account holder | $19,132 | $5,896+224.5% | $8,445+126.6% | $5,403+254.1% |