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 | $80,881 | $72,404+11.7% | $110,238-26.6% | $64,186+26.0% |
| Participation rate | 46.2% | 73.3%-27.2pp | 79.8%-33.7pp | 69.6%-23.4pp |
| Annual return | -6.31% | -6.29%0pp | 314.74%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,358 | $3,469-32.0% | $4,672-49.5% | $3,470-32.0% |
| Admin fee / account holder | $1,670 | $5,664-70.5% | $8,547-80.5% | $4,888-65.8% |