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 | $51,567 | $54,229-4.9% | $70,092-26.4% | $68,494-24.7% |
| Participation rate | 38.8% | 64.5%-25.7pp | 70.5%-31.7pp | 67.9%-29.1pp |
| Annual return | -16.61% | -13.87%-2.7pp | 190.73%-207.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,546 | $2,956-47.7% | $3,849-59.8% | $4,027-61.6% |
| Admin fee / account holder | $5,952 | $4,694+26.8% | $6,267-5.0% | $5,403+10.2% |