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 | $79,755 | $71,883+11.0% | $86,677-8.0% | $68,494+16.4% |
| Participation rate | 62.7% | 72.2%-9.5pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -17.62% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $900 | $2,173-58.6% | $2,836-68.3% | $2,596-65.3% |
| Participant deferral / active EE | $3,556 | $3,779-5.9% | $4,656-23.6% | $4,027-11.7% |
| Admin fee / account holder | $1,252 | $6,112-79.5% | $7,493-83.3% | $5,403-76.8% |