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 | $88,613 | $110,094-19.5% | $151,611-41.6% | $68,494+29.4% |
| Participation rate | 67.9% | 84.0%-16.1pp | 87.5%-19.6pp | 67.9%0pp |
| Annual return | -10.21% | -10.12%-0.1pp | 3.33%-13.5pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,465 | $4,471-67.2% | $6,166-76.2% | $2,596-43.6% |
| Participant deferral / active EE | $6,233 | $6,527-4.5% | $8,363-25.5% | $4,027+54.8% |
| Admin fee / account holder | $17,622 | $7,719+128.3% | $11,616+51.7% | $5,403+226.2% |