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 | $74,677 | $71,883+3.9% | $86,677-13.8% | $68,494+9.0% |
| Participation rate | 49.4% | 72.2%-22.9pp | 76.6%-27.2pp | 67.9%-18.5pp |
| Annual return | -13.13% | 3.52%-16.7pp | 35.91%-49.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $648 | $2,173-70.2% | $2,836-77.1% | $2,596-75.0% |
| Participant deferral / active EE | $2,618 | $3,779-30.7% | $4,656-43.8% | $4,027-35.0% |
| Admin fee / account holder | $9,991 | $6,112+63.5% | $7,493+33.3% | $5,403+84.9% |