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 | $112,969 | $73,004+54.7% | $90,749+24.5% | $68,494+64.9% |
| Participation rate | 61.8% | 70.8%-9.1pp | 75.7%-13.9pp | 67.9%-6.1pp |
| Annual return | -12.16% | -13.81%+1.6pp | -12.16%0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,249 | $3,627-38.0% | $4,564-50.7% | $4,027-44.2% |
| Admin fee / account holder | $870 | $5,896-85.2% | $8,445-89.7% | $5,403-83.9% |