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 | $72,783 | $71,883+1.3% | $86,677-16.0% | $68,494+6.3% |
| Participation rate | 42.5% | 72.2%-29.7pp | 76.6%-34.1pp | 67.9%-25.4pp |
| Annual return | -17.96% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $854 | $2,173-60.7% | $2,836-69.9% | $2,596-67.1% |
| Participant deferral / active EE | $2,192 | $3,779-42.0% | $4,656-52.9% | $4,027-45.6% |
| Admin fee / account holder | $1,064 | $6,112-82.6% | $7,493-85.8% | $5,403-80.3% |