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 | $71,133 | $42,383+67.8% | $76,523-7.0% | $64,186+10.8% |
| Participation rate | 27.0% | 58.1%-31.1pp | 68.0%-41.0pp | 69.6%-42.5pp |
| Annual return | -5.63% | -16.54%+10.9pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $604 | $1,563-61.4% | $2,647-77.2% | $2,381-74.7% |
| Participant deferral / active EE | $1,725 | $2,566-32.8% | $3,835-55.0% | $3,470-50.3% |
| Admin fee / account holder | $1,049 | $3,198-67.2% | $4,848-78.4% | $4,888-78.5% |