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 | $46,090 | $49,177-6.3% | $79,464-42.0% | $64,186-28.2% |
| Participation rate | 51.9% | 65.0%-13.1pp | 73.3%-21.4pp | 69.6%-17.6pp |
| Annual return | -4.40% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $791 | $2,076-61.9% | $2,800-71.8% | $2,381-66.8% |
| Participant deferral / active EE | $1,133 | $2,821-59.8% | $3,704-69.4% | $3,470-67.3% |
| Admin fee / account holder | $4,457 | $3,839+16.1% | $5,113-12.8% | $4,888-8.8% |