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 | $21,831 | $42,383-48.5% | $76,523-71.5% | $64,186-66.0% |
| Participation rate | 56.0% | 58.1%-2.1pp | 68.0%-12.0pp | 69.6%-13.6pp |
| Annual return | -6.82% | -16.54%+9.7pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $305 | $1,563-80.5% | $2,647-88.5% | $2,381-87.2% |
| Participant deferral / active EE | $2,521 | $2,566-1.8% | $3,835-34.3% | $3,470-27.3% |
| Admin fee / account holder | $306 | $3,198-90.4% | $4,848-93.7% | $4,888-93.7% |