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 | $79,209 | $95,862-17.4% | $79,550-0.4% | $134,475-41.1% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -13.60% | -2.69%-10.9pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $697 | $3,128-77.7% | $2,413-71.1% | $4,740-85.3% |
| Participant deferral / active EE | $1,142 | $4,693-75.7% | $3,985-71.3% | $6,400-82.1% |
| Admin fee / account holder | $3,849 | $9,126-57.8% | $6,832-43.7% | $11,426-66.3% |