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 | $52,912 | $61,660-14.2% | $80,019-33.9% | $64,186-17.6% |
| Participation rate | 28.3% | 71.7%-43.4pp | 75.8%-47.5pp | 69.6%-41.2pp |
| Annual return | -6.70% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,574 | $2,968-46.9% | $3,686-57.3% | $3,470-54.6% |
| Admin fee / account holder | $22,471 | $5,417+314.8% | $6,521+244.6% | $4,888+359.7% |