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 | $78,243 | $95,862-18.4% | $79,550-1.6% | $134,475-41.8% |
| Participation rate | 63.2% | 75.0%-11.9pp | 69.5%-6.3pp | 81.2%-18.1pp |
| Annual return | -12.85% | -2.69%-10.2pp | 0.16%-13.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $577 | $3,128-81.6% | $2,413-76.1% | $4,740-87.8% |
| Participant deferral / active EE | $1,411 | $4,693-69.9% | $3,985-64.6% | $6,400-78.0% |
| Admin fee / account holder | $8,597 | $9,126-5.8% | $6,832+25.8% | $11,426-24.8% |