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 | $42,175 | $61,660-31.6% | $80,019-47.3% | $64,186-34.3% |
| Participation rate | 63.8% | 71.7%-7.9pp | 75.8%-12.0pp | 69.6%-5.7pp |
| Annual return | 0.03% | -0.33%+0.4pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $889 | $1,810-50.9% | $2,468-64.0% | $2,381-62.7% |
| Participant deferral / active EE | $2,049 | $2,968-31.0% | $3,686-44.4% | $3,470-40.9% |
| Admin fee / account holder | $1,626 | $5,417-70.0% | $6,521-75.1% | $4,888-66.7% |