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 | $48,899 | $49,177-0.6% | $79,464-38.5% | $64,186-23.8% |
| Participation rate | 41.0% | 65.0%-24.0pp | 73.3%-32.3pp | 69.6%-28.5pp |
| Annual return | -5.43% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,540 | $2,821-45.4% | $3,704-58.4% | $3,470-55.6% |
| Admin fee / account holder | $4,508 | $3,839+17.4% | $5,113-11.8% | $4,888-7.8% |