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 | $63,361 | $53,162+19.2% | $91,220-30.5% | $68,494-7.5% |
| Participation rate | 40.5% | 63.2%-22.7pp | 73.2%-32.7pp | 67.9%-27.3pp |
| Annual return | -17.51% | -3.14%-14.4pp | 114.01%-131.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $945 | $1,709-44.7% | $2,850-66.8% | $2,596-63.6% |
| Participant deferral / active EE | $2,060 | $2,974-30.7% | $4,234-51.3% | $4,027-48.9% |
| Admin fee / account holder | $2,566 | $4,493-42.9% | $5,420-52.7% | $5,403-52.5% |