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 | $61,202 | $158,817-61.5% | $121,196-49.5% | $135,375-54.8% |
| Participation rate | 41.2% | 79.3%-38.1pp | 71.7%-30.6pp | 82.6%-41.5pp |
| Annual return | -3.97% | -0.64%-3.3pp | 16.93%-20.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $136 | $5,665-97.6% | $4,022-96.6% | $4,779-97.2% |
| Participant deferral / active EE | $1,262 | $4,005-68.5% | $3,344-62.3% | $5,609-77.5% |
| Admin fee / account holder | $2,865 | $6,512-56.0% | $5,019-42.9% | $10,827-73.5% |