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 | $21,359 | $43,327-50.7% | $59,878-64.3% | $64,186-66.7% |
| Participation rate | 43.8% | 69.2%-25.4pp | 74.7%-30.9pp | 69.6%-25.8pp |
| Annual return | 6.16% | -1.55%+7.7pp | 3.46%+2.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,114 | $2,546-56.3% | $3,402-67.3% | $3,470-67.9% |
| Admin fee / account holder | $472 | $3,005-84.3% | $3,590-86.8% | $4,888-90.3% |