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 | $52,142 | $62,586-16.7% | $76,768-32.1% | $64,186-18.8% |
| Participation rate | 50.8% | 72.8%-22.0pp | 77.0%-26.2pp | 69.6%-18.8pp |
| Annual return | -7.38% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,886 | $3,145-8.2% | $3,852-25.1% | $3,470-16.8% |
| Admin fee / account holder | $827 | $4,667-82.3% | $6,675-87.6% | $4,888-83.1% |