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 | $66,111 | $72,404-8.7% | $110,238-40.0% | $64,186+3.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -3.33% | -6.29%+3.0pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $815 | $2,282-64.3% | $3,826-78.7% | $2,381-65.8% |
| Participant deferral / active EE | $2,387 | $3,469-31.2% | $4,672-48.9% | $3,470-31.2% |
| Admin fee / account holder | $11,784 | $5,664+108.0% | $8,547+37.9% | $4,888+141.1% |