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 | $60,839 | $72,404-16.0% | $110,238-44.8% | $64,186-5.2% |
| Participation rate | 66.2% | 73.3%-7.1pp | 79.8%-13.6pp | 69.6%-3.4pp |
| Annual return | -4.22% | -6.29%+2.1pp | 314.74%-319.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $626 | $2,282-72.6% | $3,826-83.6% | $2,381-73.7% |
| Participant deferral / active EE | $2,220 | $3,469-36.0% | $4,672-52.5% | $3,470-36.0% |
| Admin fee / account holder | $3,520 | $5,664-37.9% | $8,547-58.8% | $4,888-28.0% |