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 | $57,916 | $61,660-6.1% | $80,019-27.6% | $64,186-9.8% |
| Participation rate | 57.0% | 71.7%-14.7pp | 75.8%-18.8pp | 69.6%-12.6pp |
| Annual return | -7.16% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $407 | $1,810-77.5% | $2,468-83.5% | $2,381-82.9% |
| Participant deferral / active EE | $1,978 | $2,968-33.3% | $3,686-46.3% | $3,470-43.0% |
| Admin fee / account holder | $9,450 | $5,417+74.4% | $6,521+44.9% | $4,888+93.3% |