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 | $54,546 | $72,404-24.7% | $110,238-50.5% | $64,186-15.0% |
| Participation rate | 33.7% | 73.3%-39.7pp | 79.8%-46.1pp | 69.6%-35.9pp |
| Annual return | -6.96% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,109 | $2,282-51.4% | $3,826-71.0% | $2,381-53.4% |
| Participant deferral / active EE | $2,283 | $3,469-34.2% | $4,672-51.1% | $3,470-34.2% |
| Admin fee / account holder | $6,959 | $5,664+22.9% | $8,547-18.6% | $4,888+42.4% |