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 | $52,838 | $69,010-23.4% | $159,960-67.0% | $68,494-22.9% |
| Participation rate | 40.7% | 65.4%-24.7pp | 78.0%-37.2pp | 67.9%-27.1pp |
| Annual return | -15.03% | -9.65%-5.4pp | 408.60%-423.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,818 | $4,212-33.1% | $6,182-54.4% | $4,027-30.0% |
| Admin fee / account holder | $17,170 | $4,798+257.9% | $8,698+97.4% | $5,403+217.8% |