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 | $24,572 | $43,327-43.3% | $59,878-59.0% | $64,186-61.7% |
| Participation rate | 42.1% | 69.2%-27.1pp | 74.7%-32.6pp | 69.6%-27.5pp |
| Annual return | 9.55% | -1.55%+11.1pp | 3.46%+6.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,471 | $2,028-27.5% | $2,722-46.0% | $2,381-38.2% |
| Participant deferral / active EE | $2,283 | $2,546-10.3% | $3,402-32.9% | $3,470-34.2% |
| Admin fee / account holder | $6,852 | $3,005+128.0% | $3,590+90.8% | $4,888+40.2% |