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 | $38,785 | $62,586-38.0% | $76,768-49.5% | $64,186-39.6% |
| Participation rate | 52.2% | 72.8%-20.6pp | 77.0%-24.8pp | 69.6%-17.4pp |
| Annual return | -6.03% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $592 | $1,832-67.7% | $2,485-76.2% | $2,381-75.1% |
| Participant deferral / active EE | $1,678 | $3,145-46.7% | $3,852-56.4% | $3,470-51.6% |
| Admin fee / account holder | $1,022 | $4,667-78.1% | $6,675-84.7% | $4,888-79.1% |