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 | $26,355 | $54,726-51.8% | $68,793-61.7% | $64,186-58.9% |
| Participation rate | 55.8% | 68.0%-12.3pp | 72.2%-16.5pp | 69.6%-13.8pp |
| Annual return | -6.85% | -1.62%-5.2pp | -4.63%-2.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $602 | $1,846-67.4% | $2,625-77.1% | $2,381-74.7% |
| Participant deferral / active EE | $1,496 | $2,626-43.0% | $3,311-54.8% | $3,470-56.9% |
| Admin fee / account holder | $1,148 | $4,027-71.5% | $5,131-77.6% | $4,888-76.5% |