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 | $26,303 | $49,280-46.6% | $67,313-60.9% | $64,186-59.0% |
| Participation rate | 55.4% | 60.8%-5.4pp | 69.1%-13.7pp | 69.6%-14.2pp |
| Annual return | -8.06% | -1.39%-6.7pp | -4.08%-4.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $556 | $1,668-66.7% | $2,566-78.3% | $2,381-76.6% |
| Participant deferral / active EE | $1,582 | $2,484-36.3% | $3,568-55.7% | $3,470-54.4% |
| Admin fee / account holder | $1,464 | $3,863-62.1% | $4,507-67.5% | $4,888-70.0% |