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 | $33,694 | $38,595-12.7% | $80,004-57.9% | $52,331-35.6% |
| Participation rate | 44.8% | 64.5%-19.7pp | 73.0%-28.2pp | 68.1%-23.3pp |
| Annual return | -0.14% | 2.04%-2.2pp | 7.63%-7.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,676 | $2,318+15.4% | $3,204-16.5% | $3,022-11.5% |
| Admin fee / account holder | $982 | $304+222.7% | $5,033-80.5% | $592+66.0% |