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 | $23,115 | $43,327-46.6% | $59,878-61.4% | $64,186-64.0% |
| Participation rate | 63.2% | 69.2%-6.0pp | 74.7%-11.5pp | 69.6%-6.4pp |
| Annual return | -3.37% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $975 | $2,028-51.9% | $2,722-64.2% | $2,381-59.0% |
| Participant deferral / active EE | $2,871 | $2,546+12.8% | $3,402-15.6% | $3,470-17.2% |
| Admin fee / account holder | $2,203 | $3,005-26.7% | $3,590-38.6% | $4,888-54.9% |