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 | $63,881 | $72,404-11.8% | $110,238-42.1% | $64,186-0.5% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.4pp | 69.6%-4.2pp |
| Annual return | -4.05% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,420 | $2,282-37.8% | $3,826-62.9% | $2,381-40.3% |
| Participant deferral / active EE | $1,728 | $3,469-50.2% | $4,672-63.0% | $3,470-50.2% |
| Admin fee / account holder | $4,355 | $5,664-23.1% | $8,547-49.0% | $4,888-10.9% |