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 | $31,029 | $42,894-27.7% | $60,874-49.0% | $68,494-54.7% |
| Participation rate | 52.9% | 66.8%-13.9pp | 73.1%-20.3pp | 67.9%-15.0pp |
| Annual return | 1.58% | -13.98%+15.6pp | 16.90%-15.3pp | -7.84%+9.4pp |
| Employer contribution / active EE | $554 | $1,978-72.0% | $2,701-79.5% | $2,596-78.7% |
| Participant deferral / active EE | $964 | $2,867-66.4% | $3,817-74.8% | $4,027-76.1% |
| Admin fee / account holder | $1,367 | $3,101-55.9% | $3,224-57.6% | $5,403-74.7% |