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 | $23,310 | $54,726-57.4% | $68,793-66.1% | $64,186-63.7% |
| Participation rate | 32.1% | 68.0%-35.9pp | 72.2%-40.1pp | 69.6%-37.4pp |
| Annual return | -6.43% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,053 | $2,626-59.9% | $3,311-68.2% | $3,470-69.6% |
| Admin fee / account holder | $950 | $4,027-76.4% | $5,131-81.5% | $4,888-80.6% |