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 | $68,719 | $57,354+19.8% | $83,848-18.0% | $64,186+7.1% |
| Participation rate | 31.4% | 68.6%-37.2pp | 76.1%-44.7pp | 69.6%-38.1pp |
| Annual return | -1.62% | 11.38%-13.0pp | 850.88%-852.5pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,431 | $2,993+14.6% | $4,082-16.0% | $3,470-1.1% |
| Admin fee / account holder | $39,798 | $4,046+883.7% | $5,478+626.5% | $4,888+714.2% |