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 | $67,859 | $92,222-26.4% | $76,768-11.6% | $135,375-49.9% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -4.04% | 5.46%-9.5pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,782 | $4,509-16.1% | $3,852-1.8% | $5,609-32.6% |
| Admin fee / account holder | $24,785 | $10,748+130.6% | $6,675+271.3% | $10,827+128.9% |