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 | $66,387 | $67,411-1.5% | $91,001-27.0% | $70,131-5.3% |
| Participation rate | 36.2% | 71.4%-35.2pp | 75.6%-39.4pp | 69.5%-33.4pp |
| Annual return | 18.94% | -40.16%+59.1pp | 4.60%+14.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,134 | $1,786+19.5% | $2,456-13.1% | $2,342-8.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,207 | $4,236-71.5% | $5,417-77.7% | $4,645-74.0% |