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 | $48,806 | $49,280-1.0% | $67,313-27.5% | $64,186-24.0% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.1%-26.2pp | 69.6%-26.7pp |
| Annual return | -3.46% | -1.39%-2.1pp | -4.08%+0.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $533 | $1,668-68.1% | $2,566-79.2% | $2,381-77.6% |
| Participant deferral / active EE | $1,607 | $2,484-35.3% | $3,568-55.0% | $3,470-53.7% |
| Admin fee / account holder | $7,657 | $3,863+98.2% | $4,507+69.9% | $4,888+56.7% |