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 | $43,250 | $62,586-30.9% | $76,768-43.7% | $64,186-32.6% |
| Participation rate | 48.1% | 72.8%-24.7pp | 77.0%-28.8pp | 69.6%-21.4pp |
| Annual return | -5.61% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,965 | $3,145-37.5% | $3,852-49.0% | $3,470-43.4% |
| Admin fee / account holder | $447 | $4,667-90.4% | $6,675-93.3% | $4,888-90.9% |