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 | $23,443 | $62,586-62.5% | $76,768-69.5% | $64,186-63.5% |
| Participation rate | 60.8% | 72.8%-12.0pp | 77.0%-16.2pp | 69.6%-8.8pp |
| Annual return | -6.44% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $839 | $1,832-54.2% | $2,485-66.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,567 | $3,145-50.2% | $3,852-59.3% | $3,470-54.8% |
| Admin fee / account holder | $587 | $4,667-87.4% | $6,675-91.2% | $4,888-88.0% |