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 | $84,594 | $73,867+14.5% | $143,757-41.2% | $68,494+23.5% |
| Participation rate | 38.7% | 66.7%-27.9pp | 80.3%-41.6pp | 67.9%-29.2pp |
| Annual return | -15.86% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $409 | $3,184-87.2% | $4,951-91.7% | $2,596-84.2% |
| Participant deferral / active EE | $2,348 | $3,384-30.6% | $5,637-58.3% | $4,027-41.7% |
| Admin fee / account holder | $4,149 | $5,755-27.9% | $14,673-71.7% | $5,403-23.2% |