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 | $55,409 | $50,958+8.7% | $74,550-25.7% | $64,186-13.7% |
| Participation rate | 52.6% | 61.1%-8.4pp | 69.1%-16.5pp | 69.6%-16.9pp |
| Annual return | -7.11% | -1.86%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,103 | $2,301-52.1% | $3,108-64.5% | $3,470-68.2% |
| Admin fee / account holder | $4,081 | $4,223-3.4% | $5,060-19.3% | $4,888-16.5% |