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 | $58,219 | $72,404-19.6% | $110,238-47.2% | $64,186-9.3% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | -3.07% | -6.29%+3.2pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,059 | $2,282-53.6% | $3,826-72.3% | $2,381-55.5% |
| Participant deferral / active EE | $2,239 | $3,469-35.5% | $4,672-52.1% | $3,470-35.5% |
| Admin fee / account holder | $8,532 | $5,664+50.6% | $8,547-0.2% | $4,888+74.6% |