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 | $62,589 | $76,000-17.6% | $154,107-59.4% | $64,186-2.5% |
| Participation rate | 65.5% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.1pp |
| Annual return | -1.35% | 30.32%-31.7pp | 735.12%-736.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,882 | $3,175+22.3% | $5,081-23.6% | $3,470+11.9% |
| Admin fee / account holder | $3,381 | $5,596-39.6% | $13,411-74.8% | $4,888-30.8% |