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 | $62,593 | $42,894+45.9% | $60,874+2.8% | $68,494-8.6% |
| Participation rate | 51.2% | 66.8%-15.6pp | 73.1%-21.9pp | 67.9%-16.7pp |
| Annual return | 0.31% | -13.98%+14.3pp | 16.90%-16.6pp | -7.84%+8.1pp |
| Employer contribution / active EE | $471 | $1,978-76.2% | $2,701-82.5% | $2,596-81.8% |
| Participant deferral / active EE | $2,856 | $2,867-0.4% | $3,817-25.2% | $4,027-29.1% |
| Admin fee / account holder | $2,470 | $3,101-20.4% | $3,224-23.4% | $5,403-54.3% |