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 | $62,317 | $54,350+14.7% | $82,719-24.7% | $68,494-9.0% |
| Participation rate | 63.1% | 63.9%-0.8pp | 72.6%-9.5pp | 67.9%-4.8pp |
| Annual return | -8.85% | -13.67%+4.8pp | 701.18%-710.0pp | -7.84%-1.0pp |
| Employer contribution / active EE | $556 | $2,218-74.9% | $3,009-81.5% | $2,596-78.6% |
| Participant deferral / active EE | $3,589 | $3,246+10.6% | $4,395-18.3% | $4,027-10.9% |
| Admin fee / account holder | $5,314 | $4,395+20.9% | $5,329-0.3% | $5,403-1.6% |