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 | $44,979 | $53,596-16.1% | $90,645-50.4% | $64,186-29.9% |
| Participation rate | 56.3% | 64.5%-8.3pp | 74.0%-17.8pp | 69.6%-13.3pp |
| Annual return | 0.57% | 4.41%-3.8pp | 1.88%-1.3pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,140 | $1,503-24.2% | $2,532-55.0% | $2,381-52.1% |
| Participant deferral / active EE | $1,475 | $2,459-40.0% | $3,425-56.9% | $3,470-57.5% |
| Admin fee / account holder | $15,368 | $3,868+297.3% | $4,994+207.7% | $4,888+214.4% |