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 | $76,638 | $72,404+5.8% | $110,238-30.5% | $64,186+19.4% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.0pp |
| Annual return | -6.17% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,047 | $2,282-54.1% | $3,826-72.6% | $2,381-56.0% |
| Participant deferral / active EE | $2,385 | $3,469-31.3% | $4,672-49.0% | $3,470-31.3% |
| Admin fee / account holder | $1,073 | $5,664-81.1% | $8,547-87.5% | $4,888-78.1% |