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 | $31,592 | $62,586-49.5% | $76,768-58.8% | $64,186-50.8% |
| Participation rate | 68.8% | 72.8%-4.1pp | 77.0%-8.2pp | 69.6%-0.8pp |
| Annual return | -6.35% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,470 | $3,145-53.3% | $3,852-61.8% | $3,470-57.6% |
| Admin fee / account holder | $1,596 | $4,667-65.8% | $6,675-76.1% | $4,888-67.3% |