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 | $62,115 | $54,229+14.5% | $70,092-11.4% | $68,494-9.3% |
| Participation rate | 21.2% | 64.5%-43.3pp | 70.5%-49.3pp | 67.9%-46.7pp |
| Annual return | -15.00% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $494 | $2,018-75.5% | $2,559-80.7% | $2,596-81.0% |
| Participant deferral / active EE | $1,076 | $2,956-63.6% | $3,849-72.0% | $4,027-73.3% |
| Admin fee / account holder | $3,531 | $4,694-24.8% | $6,267-43.6% | $5,403-34.6% |