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 | $28,898 | $54,726-47.2% | $68,793-58.0% | $64,186-55.0% |
| Participation rate | 42.9% | 68.0%-25.2pp | 72.2%-29.4pp | 69.6%-26.7pp |
| Annual return | -6.08% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $389 | $1,846-78.9% | $2,625-85.2% | $2,381-83.7% |
| Participant deferral / active EE | $3,126 | $2,626+19.0% | $3,311-5.6% | $3,470-9.9% |
| Admin fee / account holder | $2,255 | $4,027-44.0% | $5,131-56.0% | $4,888-53.9% |