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 | $61,395 | $72,404-15.2% | $110,238-44.3% | $64,186-4.3% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.4pp | 69.6%-4.2pp |
| Annual return | -7.01% | -6.29%-0.7pp | 314.74%-321.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,465 | $2,282-35.8% | $3,826-61.7% | $2,381-38.5% |
| Participant deferral / active EE | $1,901 | $3,469-45.2% | $4,672-59.3% | $3,470-45.2% |
| Admin fee / account holder | $2,554 | $5,664-54.9% | $8,547-70.1% | $4,888-47.8% |