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 | $32,269 | $53,162-39.3% | $91,220-64.6% | $68,494-52.9% |
| Participation rate | 54.8% | 63.2%-8.4pp | 73.2%-18.4pp | 67.9%-13.1pp |
| Annual return | -15.19% | -3.14%-12.0pp | 114.01%-129.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,350 | $2,974-21.0% | $4,234-44.5% | $4,027-41.6% |
| Admin fee / account holder | $8,715 | $4,493+93.9% | $5,420+60.8% | $5,403+61.3% |