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 | $35,071 | $73,867-52.5% | $143,757-75.6% | $68,494-48.8% |
| Participation rate | 46.0% | 66.7%-20.6pp | 80.3%-34.3pp | 67.9%-21.9pp |
| Annual return | -11.21% | 1.01%-12.2pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,567 | $3,384-53.7% | $5,637-72.2% | $4,027-61.1% |
| Admin fee / account holder | $1,002 | $5,755-82.6% | $14,673-93.2% | $5,403-81.5% |