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 | $62,866 | $95,193-34.0% | $76,523-17.8% | $135,375-53.6% |
| Participation rate | 41.7% | 74.4%-32.7pp | 68.0%-26.3pp | 82.6%-41.0pp |
| Annual return | -6.67% | 4.85%-11.5pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $474 | $3,302-85.7% | $2,647-82.1% | $4,779-90.1% |
| Participant deferral / active EE | $593 | $4,639-87.2% | $3,835-84.5% | $5,609-89.4% |
| Admin fee / account holder | $10,342 | $6,249+65.5% | $4,848+113.3% | $10,827-4.5% |