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 | $35,352 | $49,280-28.3% | $67,313-47.5% | $64,186-44.9% |
| Participation rate | 62.1% | 60.8%+1.3pp | 69.1%-7.0pp | 69.6%-7.5pp |
| Annual return | -8.22% | -1.39%-6.8pp | -4.08%-4.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,131 | $2,484-54.5% | $3,568-68.3% | $3,470-67.4% |
| Admin fee / account holder | $1,587 | $3,863-58.9% | $4,507-64.8% | $4,888-67.5% |