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 | $46,455 | $49,177-5.5% | $79,464-41.5% | $64,186-27.6% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.3%-11.8pp | 69.6%-8.0pp |
| Annual return | 7.68% | -1.16%+8.8pp | 718.14%-710.5pp | 7.63%0pp |
| Employer contribution / active EE | $490 | $2,076-76.4% | $2,800-82.5% | $2,381-79.4% |
| Participant deferral / active EE | $2,350 | $2,821-16.7% | $3,704-36.6% | $3,470-32.3% |
| Admin fee / account holder | $1,527 | $3,839-60.2% | $5,113-70.1% | $4,888-68.8% |