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 | $31,989 | $49,280-35.1% | $67,313-52.5% | $64,186-50.2% |
| Participation rate | 54.1% | 60.8%-6.7pp | 69.1%-15.0pp | 69.6%-15.5pp |
| Annual return | -7.05% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $334 | $1,668-80.0% | $2,566-87.0% | $2,381-86.0% |
| Participant deferral / active EE | $1,838 | $2,484-26.0% | $3,568-48.5% | $3,470-47.0% |
| Admin fee / account holder | $2,223 | $3,863-42.4% | $4,507-50.7% | $4,888-54.5% |