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 | $30,179 | $73,867-59.1% | $143,757-79.0% | $68,494-55.9% |
| Participation rate | 63.2% | 66.7%-3.4pp | 80.3%-17.1pp | 67.9%-4.7pp |
| Annual return | 1.32% | 1.01%+0.3pp | -0.04%+1.4pp | -7.84%+9.2pp |
| Employer contribution / active EE | $1,520 | $3,184-52.3% | $4,951-69.3% | $2,596-41.5% |
| Participant deferral / active EE | $2,915 | $3,384-13.9% | $5,637-48.3% | $4,027-27.6% |
| Admin fee / account holder | $8,234 | $5,755+43.1% | $14,673-43.9% | $5,403+52.4% |