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 | $59,438 | $158,817-62.6% | $121,196-51.0% | $135,375-56.1% |
| Participation rate | 29.2% | 79.3%-50.1pp | 71.7%-42.6pp | 82.6%-53.5pp |
| Annual return | -4.75% | -0.64%-4.1pp | 16.93%-21.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $605 | $5,665-89.3% | $4,022-85.0% | $4,779-87.3% |
| Participant deferral / active EE | $1,102 | $4,005-72.5% | $3,344-67.0% | $5,609-80.3% |
| Admin fee / account holder | $18,881 | $6,512+189.9% | $5,019+276.2% | $10,827+74.4% |