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 | $46,172 | $42,383+8.9% | $76,523-39.7% | $64,186-28.1% |
| Participation rate | 28.6% | 58.1%-29.6pp | 68.0%-39.4pp | 69.6%-41.0pp |
| Annual return | -5.21% | -16.54%+11.3pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,088 | $2,566-57.6% | $3,835-71.6% | $3,470-68.6% |
| Admin fee / account holder | $366 | $3,198-88.6% | $4,848-92.5% | $4,888-92.5% |