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 | $69,195 | $92,222-25.0% | $76,768-9.9% | $135,375-48.9% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | -4.86% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $609 | $3,216-81.1% | $2,485-75.5% | $4,779-87.3% |
| Participant deferral / active EE | $2,351 | $4,509-47.9% | $3,852-39.0% | $5,609-58.1% |
| Admin fee / account holder | $2,017 | $10,748-81.2% | $6,675-69.8% | $10,827-81.4% |