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 | $84,163 | $56,484+49.0% | $169,463-50.3% | $64,186+31.1% |
| Participation rate | 44.8% | 64.5%-19.7pp | 77.8%-33.0pp | 69.6%-24.7pp |
| Annual return | -6.92% | -1.55%-5.4pp | 1.83%-8.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,493 | $3,448+30.3% | $5,277-14.8% | $3,470+29.5% |
| Admin fee / account holder | $15,613 | $4,174+274.0% | $9,109+71.4% | $4,888+219.4% |