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 | $56,700 | $43,327+30.9% | $59,878-5.3% | $64,186-11.7% |
| Participation rate | 48.6% | 69.2%-20.6pp | 74.7%-26.1pp | 69.6%-21.0pp |
| Annual return | -3.69% | -1.55%-2.1pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,460 | $2,546-42.7% | $3,402-57.1% | $3,470-57.9% |
| Admin fee / account holder | $17,990 | $3,005+498.7% | $3,590+401.1% | $4,888+268.0% |