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 | $33,347 | $33,067+0.8% | $76,523-56.4% | $56,287-40.8% |
| Participation rate | 27.5% | 55.4%-27.9pp | 68.0%-40.5pp | 69.9%-42.4pp |
| Annual return | 0.82% | 2.72%-1.9pp | -0.27%+1.1pp | -9.96%+10.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,166 | $2,240-3.3% | $3,835-43.5% | $3,350-35.3% |
| Admin fee / account holder | $41,429 | $537+7616.0% | $4,848+754.5% | $521+7852.7% |