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 | $22,503 | $43,327-48.1% | $59,878-62.4% | $64,186-64.9% |
| Participation rate | 44.9% | 69.2%-24.2pp | 74.7%-29.8pp | 69.6%-24.6pp |
| Annual return | 6.38% | -1.55%+7.9pp | 3.46%+2.9pp | 7.63%-1.2pp |
| Employer contribution / active EE | $561 | $2,028-72.3% | $2,722-79.4% | $2,381-76.4% |
| Participant deferral / active EE | $1,028 | $2,546-59.6% | $3,402-69.8% | $3,470-70.4% |
| Admin fee / account holder | $752 | $3,005-75.0% | $3,590-79.1% | $4,888-84.6% |