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 | $62,332 | $57,354+8.7% | $83,848-25.7% | $64,186-2.9% |
| Participation rate | 25.9% | 68.6%-42.7pp | 76.1%-50.2pp | 69.6%-43.6pp |
| Annual return | -8.19% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $965 | $2,545-62.1% | $3,631-73.4% | $2,381-59.5% |
| Participant deferral / active EE | $2,194 | $2,993-26.7% | $4,082-46.3% | $3,470-36.8% |
| Admin fee / account holder | $1,815 | $4,046-55.1% | $5,478-66.9% | $4,888-62.9% |