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 | $66,936 | $49,177+36.1% | $79,464-15.8% | $64,186+4.3% |
| Participation rate | 47.4% | 65.0%-17.7pp | 73.3%-26.0pp | 69.6%-22.2pp |
| Annual return | -4.64% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $353 | $2,076-83.0% | $2,800-87.4% | $2,381-85.2% |
| Participant deferral / active EE | $3,331 | $2,821+18.1% | $3,704-10.1% | $3,470-4.0% |
| Admin fee / account holder | $4,342 | $3,839+13.1% | $5,113-15.1% | $4,888-11.2% |