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 | $71,587 | $48,265+48.3% | $68,791+4.1% | $68,494+4.5% |
| Participation rate | 51.6% | 60.7%-9.1pp | 69.0%-17.4pp | 67.9%-16.3pp |
| Annual return | -13.83% | -12.71%-1.1pp | -6.38%-7.4pp | -7.84%-6.0pp |
| Employer contribution / active EE | $764 | $1,829-58.2% | $2,655-71.2% | $2,596-70.6% |
| Participant deferral / active EE | $3,056 | $2,867+6.6% | $3,941-22.5% | $4,027-24.1% |
| Admin fee / account holder | $19,789 | $4,355+354.3% | $4,932+301.2% | $5,403+266.3% |