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 | $42,141 | $49,177-14.3% | $79,464-47.0% | $64,186-34.3% |
| Participation rate | 55.3% | 65.0%-9.8pp | 73.3%-18.1pp | 69.6%-14.3pp |
| Annual return | -1.47% | -1.16%-0.3pp | 718.14%-719.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,990 | $2,821+41.4% | $3,704+7.7% | $3,470+15.0% |
| Admin fee / account holder | $3,154 | $3,839-17.8% | $5,113-38.3% | $4,888-35.5% |