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 | $45,258 | $49,280-8.2% | $67,313-32.8% | $64,186-29.5% |
| Participation rate | 61.0% | 60.8%+0.2pp | 69.1%-8.1pp | 69.6%-8.6pp |
| Annual return | -4.53% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $286 | $1,668-82.9% | $2,566-88.9% | $2,381-88.0% |
| Participant deferral / active EE | $1,946 | $2,484-21.7% | $3,568-45.5% | $3,470-43.9% |
| Admin fee / account holder | $7,361 | $3,863+90.6% | $4,507+63.3% | $4,888+50.6% |