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 | $62,789 | $72,404-13.3% | $110,238-43.0% | $64,186-2.2% |
| Participation rate | 41.3% | 73.3%-32.0pp | 79.8%-38.5pp | 69.6%-28.3pp |
| Annual return | -7.48% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,334 | $2,282-41.6% | $3,826-65.1% | $2,381-44.0% |
| Participant deferral / active EE | $2,112 | $3,469-39.1% | $4,672-54.8% | $3,470-39.1% |
| Admin fee / account holder | $2,989 | $5,664-47.2% | $8,547-65.0% | $4,888-38.8% |