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 | $31,939 | $62,586-49.0% | $76,768-58.4% | $64,186-50.2% |
| Participation rate | 59.5% | 72.8%-13.4pp | 77.0%-17.5pp | 69.6%-10.1pp |
| Annual return | -4.16% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $500 | $1,832-72.7% | $2,485-79.9% | $2,381-79.0% |
| Participant deferral / active EE | $2,738 | $3,145-12.9% | $3,852-28.9% | $3,470-21.1% |
| Admin fee / account holder | $8,670 | $4,667+85.8% | $6,675+29.9% | $4,888+77.4% |