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 | $67,970 | $49,280+37.9% | $67,313+1.0% | $64,186+5.9% |
| Participation rate | 46.9% | 60.8%-13.9pp | 69.1%-22.2pp | 69.6%-22.7pp |
| Annual return | -6.48% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,945 | $2,484-21.7% | $3,568-45.5% | $3,470-43.9% |
| Admin fee / account holder | $1,333 | $3,863-65.5% | $4,507-70.4% | $4,888-72.7% |