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 | $100,159 | $73,004+37.2% | $90,749+10.4% | $68,494+46.2% |
| Participation rate | 60.0% | 70.8%-10.8pp | 75.7%-15.7pp | 67.9%-7.9pp |
| Annual return | -16.49% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,186 | $3,627-39.7% | $4,564-52.1% | $4,027-45.7% |
| Admin fee / account holder | $15,630 | $5,896+165.1% | $8,445+85.1% | $5,403+189.3% |