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 | $23,504 | $43,327-45.8% | $59,878-60.7% | $64,186-63.4% |
| Participation rate | 41.8% | 69.2%-27.3pp | 74.7%-32.9pp | 69.6%-27.7pp |
| Annual return | -6.33% | -1.55%-4.8pp | 3.46%-9.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $572 | $2,028-71.8% | $2,722-79.0% | $2,381-76.0% |
| Participant deferral / active EE | $805 | $2,546-68.4% | $3,402-76.4% | $3,470-76.8% |
| Admin fee / account holder | $907 | $3,005-69.8% | $3,590-74.7% | $4,888-81.4% |