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 | $88,007 | $73,004+20.6% | $90,749-3.0% | $68,494+28.5% |
| Participation rate | 52.4% | 70.8%-18.5pp | 75.7%-23.3pp | 67.9%-15.5pp |
| Annual return | -15.97% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,586 | $3,627+54.0% | $4,564+22.4% | $4,027+38.7% |
| Admin fee / account holder | $7,200 | $5,896+22.1% | $8,445-14.7% | $5,403+33.3% |