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 | $24,815 | $54,726-54.7% | $68,793-63.9% | $64,186-61.3% |
| Participation rate | 36.2% | 68.0%-31.8pp | 72.2%-36.0pp | 69.6%-33.3pp |
| Annual return | -6.84% | -1.62%-5.2pp | -4.63%-2.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $816 | $1,846-55.8% | $2,625-68.9% | $2,381-65.7% |
| Participant deferral / active EE | $2,004 | $2,626-23.7% | $3,311-39.5% | $3,470-42.2% |
| Admin fee / account holder | $7,998 | $4,027+98.6% | $5,131+55.9% | $4,888+63.6% |