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 | $34,073 | $62,586-45.6% | $76,768-55.6% | $64,186-46.9% |
| Participation rate | 39.1% | 72.8%-33.8pp | 77.0%-37.9pp | 69.6%-30.5pp |
| Annual return | 4.82% | -1.95%+6.8pp | 2.43%+2.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $943 | $1,832-48.5% | $2,485-62.1% | $2,381-60.4% |
| Participant deferral / active EE | $1,674 | $3,145-46.8% | $3,852-56.5% | $3,470-51.8% |
| Admin fee / account holder | $9,645 | $4,667+106.7% | $6,675+44.5% | $4,888+97.3% |