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 | $86,707 | $42,383+104.6% | $76,523+13.3% | $64,186+35.1% |
| Participation rate | 20.5% | 58.1%-37.6pp | 68.0%-47.5pp | 69.6%-49.1pp |
| Annual return | 1.44% | -16.54%+18.0pp | -0.27%+1.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $497 | $1,563-68.2% | $2,647-81.2% | $2,381-79.1% |
| Participant deferral / active EE | $966 | $2,566-62.4% | $3,835-74.8% | $3,470-72.2% |
| Admin fee / account holder | $1,236 | $3,198-61.3% | $4,848-74.5% | $4,888-74.7% |