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 | $50,200 | $49,177+2.1% | $79,464-36.8% | $64,186-21.8% |
| Participation rate | 64.5% | 65.0%-0.5pp | 73.3%-8.8pp | 69.6%-5.1pp |
| Annual return | -6.07% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $821 | $2,076-60.5% | $2,800-70.7% | $2,381-65.5% |
| Participant deferral / active EE | $2,931 | $2,821+3.9% | $3,704-20.9% | $3,470-15.5% |
| Admin fee / account holder | $13,267 | $3,839+245.6% | $5,113+159.5% | $4,888+171.4% |