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 | $36,679 | $62,586-41.4% | $76,768-52.2% | $64,186-42.9% |
| Participation rate | 55.8% | 72.8%-17.0pp | 77.0%-21.2pp | 69.6%-13.8pp |
| Annual return | -5.53% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $630 | $1,832-65.6% | $2,485-74.6% | $2,381-73.5% |
| Participant deferral / active EE | $1,970 | $3,145-37.4% | $3,852-48.9% | $3,470-43.2% |
| Admin fee / account holder | $4,060 | $4,667-13.0% | $6,675-39.2% | $4,888-16.9% |