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 | $22,400 | $49,280-54.5% | $67,313-66.7% | $64,186-65.1% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -0.93% | -1.39%+0.5pp | -4.08%+3.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $870 | $1,668-47.8% | $2,566-66.1% | $2,381-63.5% |
| Participant deferral / active EE | $1,079 | $2,484-56.6% | $3,568-69.8% | $3,470-68.9% |
| Admin fee / account holder | $2,893 | $3,863-25.1% | $4,507-35.8% | $4,888-40.8% |