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 | $71,046 | $73,004-2.7% | $90,749-21.7% | $68,494+3.7% |
| Participation rate | 53.0% | 70.8%-17.8pp | 75.7%-22.7pp | 67.9%-14.9pp |
| Annual return | -16.65% | -13.81%-2.8pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,468 | $3,627-31.9% | $4,564-45.9% | $4,027-38.7% |
| Admin fee / account holder | $7,035 | $5,896+19.3% | $8,445-16.7% | $5,403+30.2% |