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 | $30,939 | $63,442-51.2% | $68,791-55.0% | $66,914-53.8% |
| Participation rate | 45.7% | 60.0%-14.3pp | 69.0%-23.3pp | 69.8%-24.1pp |
| Annual return | -10.05% | -8.29%-1.8pp | -6.38%-3.7pp | 1.58%-11.6pp |
| Employer contribution / active EE | $385 | $1,775-78.3% | $2,655-85.5% | $2,544-84.9% |
| Participant deferral / active EE | $3,211 | $2,945+9.1% | $3,941-18.5% | $4,237-24.2% |
| Admin fee / account holder | $667 | $577+15.6% | $4,932-86.5% | $593+12.5% |