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 | $73,224 | $71,883+1.9% | $86,677-15.5% | $68,494+6.9% |
| Participation rate | 44.2% | 72.2%-28.1pp | 76.6%-32.4pp | 67.9%-23.7pp |
| Annual return | -18.61% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,405 | $3,779+69.5% | $4,656+37.6% | $4,027+59.0% |
| Admin fee / account holder | $4,820 | $6,112-21.1% | $7,493-35.7% | $5,403-10.8% |