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 | $60,142 | $73,867-18.6% | $143,757-58.2% | $68,494-12.2% |
| Participation rate | 37.1% | 66.7%-29.5pp | 80.3%-43.2pp | 67.9%-30.7pp |
| Annual return | -8.97% | 1.01%-10.0pp | -0.04%-8.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,873 | $3,384-44.7% | $5,637-66.8% | $4,027-53.5% |
| Admin fee / account holder | $1,949 | $5,755-66.1% | $14,673-86.7% | $5,403-63.9% |