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 | $42,675 | $50,958-16.3% | $74,550-42.8% | $64,186-33.5% |
| Participation rate | 17.2% | 61.1%-43.9pp | 69.1%-51.9pp | 69.6%-52.4pp |
| Annual return | -7.99% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $309 | $1,115-72.3% | $1,961-84.2% | $2,381-87.0% |
| Participant deferral / active EE | $1,075 | $2,301-53.3% | $3,108-65.4% | $3,470-69.0% |
| Admin fee / account holder | $2,627 | $4,223-37.8% | $5,060-48.1% | $4,888-46.3% |