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 | $57,643 | $76,401-24.6% | $106,387-45.8% | $64,186-10.2% |
| Participation rate | 68.2% | 73.5%-5.3pp | 77.5%-9.3pp | 69.6%-1.4pp |
| Annual return | -7.60% | -2.19%-5.4pp | 0.25%-7.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $991 | $2,680-63.0% | $3,520-71.8% | $2,381-58.4% |
| Participant deferral / active EE | $2,061 | $4,274-51.8% | $5,421-62.0% | $3,470-40.6% |
| Admin fee / account holder | $406 | $4,610-91.2% | $7,510-94.6% | $4,888-91.7% |