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 | $55,788 | $42,383+31.6% | $76,523-27.1% | $64,186-13.1% |
| Participation rate | 56.4% | 58.1%-1.7pp | 68.0%-11.6pp | 69.6%-13.2pp |
| Annual return | -7.09% | -16.54%+9.4pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $406 | $1,563-74.0% | $2,647-84.7% | $2,381-83.0% |
| Participant deferral / active EE | $1,577 | $2,566-38.6% | $3,835-58.9% | $3,470-54.5% |
| Admin fee / account holder | $772 | $3,198-75.8% | $4,848-84.1% | $4,888-84.2% |