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 | $59,318 | $72,177-17.8% | $115,037-48.4% | $59,632-0.5% |
| Participation rate | 67.5% | 72.6%-5.1pp | 81.4%-13.9pp | 68.7%-1.2pp |
| Annual return | -0.10% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,531 | $4,783+99.3% | $6,026+58.1% | $3,192+198.6% |
| Admin fee / account holder | $6,824 | $4,927+38.5% | $8,175-16.5% | $4,297+58.8% |