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 | $69,681 | $158,817-56.1% | $121,196-42.5% | $135,375-48.5% |
| Participation rate | 69.6% | 79.3%-9.7pp | 71.7%-2.2pp | 82.6%-13.1pp |
| Annual return | -7.54% | -0.64%-6.9pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $896 | $5,665-84.2% | $4,022-77.7% | $4,779-81.3% |
| Participant deferral / active EE | $2,385 | $4,005-40.4% | $3,344-28.7% | $5,609-57.5% |
| Admin fee / account holder | $1,120 | $6,512-82.8% | $5,019-77.7% | $10,827-89.7% |