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 | $21,183 | $42,383-50.0% | $76,523-72.3% | $64,186-67.0% |
| Participation rate | 19.7% | 58.1%-38.5pp | 68.0%-48.3pp | 69.6%-49.9pp |
| Annual return | -0.57% | -16.54%+16.0pp | -0.27%-0.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $429 | $1,563-72.6% | $2,647-83.8% | $2,381-82.0% |
| Participant deferral / active EE | $757 | $2,566-70.5% | $3,835-80.3% | $3,470-78.2% |
| Admin fee / account holder | $438 | $3,198-86.3% | $4,848-91.0% | $4,888-91.0% |