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 | $56,997 | $69,010-17.4% | $159,960-64.4% | $68,494-16.8% |
| Participation rate | 37.8% | 65.4%-27.6pp | 78.0%-40.2pp | 67.9%-30.1pp |
| Annual return | -11.19% | -9.65%-1.5pp | 408.60%-419.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,416 | $4,212-18.9% | $6,182-44.7% | $4,027-15.2% |
| Admin fee / account holder | $3,544 | $4,798-26.1% | $8,698-59.3% | $5,403-34.4% |