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 | $57,015 | $54,350+4.9% | $82,719-31.1% | $68,494-16.8% |
| Participation rate | 60.4% | 63.9%-3.5pp | 72.6%-12.2pp | 67.9%-7.5pp |
| Annual return | -17.79% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,761 | $3,246-14.9% | $4,395-37.2% | $4,027-31.4% |
| Admin fee / account holder | $3,245 | $4,395-26.2% | $5,329-39.1% | $5,403-39.9% |