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 | $37,577 | $158,817-76.3% | $121,196-69.0% | $135,375-72.2% |
| Participation rate | 52.2% | 79.3%-27.1pp | 71.7%-19.6pp | 82.6%-30.5pp |
| Annual return | -1.14% | -0.64%-0.5pp | 16.93%-18.1pp | 519.73%-520.9pp |
| Employer contribution / active EE | $626 | $5,665-89.0% | $4,022-84.4% | $4,779-86.9% |
| Participant deferral / active EE | $1,588 | $4,005-60.4% | $3,344-52.5% | $5,609-71.7% |
| Admin fee / account holder | $4,377 | $6,512-32.8% | $5,019-12.8% | $10,827-59.6% |