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 | $64,592 | $73,867-12.6% | $143,757-55.1% | $68,494-5.7% |
| Participation rate | 33.8% | 66.7%-32.8pp | 80.3%-46.5pp | 67.9%-34.1pp |
| Annual return | -17.69% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $670 | $3,184-79.0% | $4,951-86.5% | $2,596-74.2% |
| Participant deferral / active EE | $1,805 | $3,384-46.7% | $5,637-68.0% | $4,027-55.2% |
| Admin fee / account holder | $6,391 | $5,755+11.1% | $14,673-56.4% | $5,403+18.3% |