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 | $45,154 | $54,726-17.5% | $68,793-34.4% | $64,186-29.7% |
| Participation rate | 56.4% | 68.0%-11.6pp | 72.2%-15.8pp | 69.6%-13.2pp |
| Annual return | -7.00% | -1.62%-5.4pp | -4.63%-2.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $338 | $1,846-81.7% | $2,625-87.1% | $2,381-85.8% |
| Participant deferral / active EE | $2,487 | $2,626-5.3% | $3,311-24.9% | $3,470-28.3% |
| Admin fee / account holder | $713 | $4,027-82.3% | $5,131-86.1% | $4,888-85.4% |