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 | $42,311 | $56,357-24.9% | $104,294-59.4% | $68,494-38.2% |
| Participation rate | 64.7% | 63.3%+1.5pp | 73.3%-8.6pp | 67.9%-3.2pp |
| Annual return | -9.21% | -9.19%0pp | 24.61%-33.8pp | -7.84%-1.4pp |
| Employer contribution / active EE | $531 | $1,960-72.9% | $3,372-84.3% | $2,596-79.6% |
| Participant deferral / active EE | $1,539 | $3,077-50.0% | $4,625-66.7% | $4,027-61.8% |
| Admin fee / account holder | $1,481 | $4,903-69.8% | $7,339-79.8% | $5,403-72.6% |