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 | $72,688 | $92,222-21.2% | $76,768-5.3% | $135,375-46.3% |
| Participation rate | 43.8% | 79.8%-36.0pp | 77.0%-33.2pp | 82.6%-38.9pp |
| Annual return | -0.06% | 5.46%-5.5pp | 2.43%-2.5pp | 519.73%-519.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,540 | $4,509+0.7% | $3,852+17.9% | $5,609-19.1% |
| Admin fee / account holder | $2,172 | $10,748-79.8% | $6,675-67.5% | $10,827-79.9% |