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 | $102,821 | $62,586+64.3% | $76,768+33.9% | $64,186+60.2% |
| Participation rate | 65.1% | 72.8%-7.7pp | 77.0%-11.8pp | 69.6%-4.5pp |
| Annual return | -2.66% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,540 | $3,145-19.2% | $3,852-34.1% | $3,470-26.8% |
| Admin fee / account holder | $18,448 | $4,667+295.3% | $6,675+176.4% | $4,888+277.4% |