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 | $20,947 | $32,037-34.6% | $69,182-69.7% | $62,891-66.7% |
| Participation rate | 40.4% | 43.4%-3.0pp | 55.1%-14.7pp | 69.3%-28.9pp |
| Annual return | 7.97% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $461 | $679-32.1% | $1,206-61.8% | $2,281-79.8% |
| Participant deferral / active EE | $673 | $1,185-43.2% | $1,897-64.5% | $3,203-79.0% |
| Admin fee / account holder | $1,648 | $2,608-36.8% | $2,697-38.9% | $4,296-61.6% |