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 | $37,844 | $62,586-39.5% | $76,768-50.7% | $64,186-41.0% |
| Participation rate | 58.0% | 72.8%-14.8pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | -6.74% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $746 | $1,832-59.3% | $2,485-70.0% | $2,381-68.7% |
| Participant deferral / active EE | $1,981 | $3,145-37.0% | $3,852-48.6% | $3,470-42.9% |
| Admin fee / account holder | $1,186 | $4,667-74.6% | $6,675-82.2% | $4,888-75.7% |