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 | $42,442 | $84,527-49.8% | $67,711-37.3% | $125,391-66.2% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | 0.16% | 2.57%-2.4pp | 25.41%-25.2pp | 282.22%-282.1pp |
| Employer contribution / active EE | $824 | $3,292-75.0% | $2,559-67.8% | $4,866-83.1% |
| Participant deferral / active EE | $824 | $4,429-81.4% | $3,585-77.0% | $5,352-84.6% |
| Admin fee / account holder | $1,035 | $5,340-80.6% | $4,255-75.7% | $9,540-89.2% |