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 | $76,502 | $57,354+33.4% | $83,848-8.8% | $64,186+19.2% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -1.57% | 11.38%-12.9pp | 850.88%-852.4pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,090 | $2,993+3.2% | $4,082-24.3% | $3,470-11.0% |
| Admin fee / account holder | $15,453 | $4,046+282.0% | $5,478+182.1% | $4,888+216.1% |