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 | $68,256 | $72,404-5.7% | $110,238-38.1% | $64,186+6.3% |
| Participation rate | 45.2% | 73.3%-28.1pp | 79.8%-34.6pp | 69.6%-24.3pp |
| Annual return | -2.95% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,035 | $3,469-41.3% | $4,672-56.4% | $3,470-41.3% |
| Admin fee / account holder | $1,505 | $5,664-73.4% | $8,547-82.4% | $4,888-69.2% |