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 | $23,220 | $61,660-62.3% | $80,019-71.0% | $64,186-63.8% |
| Participation rate | 43.2% | 71.7%-28.4pp | 75.8%-32.6pp | 69.6%-26.3pp |
| Annual return | -5.08% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $505 | $1,810-72.1% | $2,468-79.5% | $2,381-78.8% |
| Participant deferral / active EE | $1,414 | $2,968-52.4% | $3,686-61.6% | $3,470-59.3% |
| Admin fee / account holder | $2,242 | $5,417-58.6% | $6,521-65.6% | $4,888-54.1% |