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 | $31,617 | $62,586-49.5% | $76,768-58.8% | $64,186-50.7% |
| Participation rate | 30.0% | 72.8%-42.8pp | 77.0%-47.0pp | 69.6%-39.6pp |
| Annual return | -6.00% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $508 | $1,832-72.3% | $2,485-79.6% | $2,381-78.7% |
| Participant deferral / active EE | $1,729 | $3,145-45.0% | $3,852-55.1% | $3,470-50.2% |
| Admin fee / account holder | $3,122 | $4,667-33.1% | $6,675-53.2% | $4,888-36.1% |