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 | $52,769 | $59,805-11.8% | $79,550-33.7% | $68,494-23.0% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.5%-29.5pp | 67.9%-27.9pp |
| Annual return | -13.83% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $387 | $1,505-74.3% | $2,413-84.0% | $2,596-85.1% |
| Participant deferral / active EE | $1,882 | $3,024-37.8% | $3,985-52.8% | $4,027-53.3% |
| Admin fee / account holder | $1,163 | $4,835-75.9% | $6,832-83.0% | $5,403-78.5% |