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 | $23,552 | $42,383-44.4% | $76,523-69.2% | $64,186-63.3% |
| Participation rate | 60.6% | 58.1%+2.5pp | 68.0%-7.4pp | 69.6%-9.0pp |
| Annual return | -5.24% | -16.54%+11.3pp | -0.27%-5.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $424 | $1,563-72.9% | $2,647-84.0% | $2,381-82.2% |
| Participant deferral / active EE | $1,697 | $2,566-33.9% | $3,835-55.8% | $3,470-51.1% |
| Admin fee / account holder | $11,222 | $3,198+250.9% | $4,848+131.5% | $4,888+129.6% |