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 | $66,203 | $49,177+34.6% | $79,464-16.7% | $64,186+3.1% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.1pp | 69.6%-8.3pp |
| Annual return | -7.88% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $582 | $2,076-72.0% | $2,800-79.2% | $2,381-75.6% |
| Participant deferral / active EE | $3,596 | $2,821+27.5% | $3,704-2.9% | $3,470+3.6% |
| Admin fee / account holder | $2,289 | $3,839-40.4% | $5,113-55.2% | $4,888-53.2% |