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 | $29,643 | $62,586-52.6% | $76,768-61.4% | $64,186-53.8% |
| Participation rate | 47.2% | 72.8%-25.6pp | 77.0%-29.7pp | 69.6%-22.3pp |
| Annual return | 0.58% | -1.95%+2.5pp | 2.43%-1.8pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,090 | $1,832-40.5% | $2,485-56.2% | $2,381-54.2% |
| Participant deferral / active EE | $2,011 | $3,145-36.1% | $3,852-47.8% | $3,470-42.0% |
| Admin fee / account holder | $1,074 | $4,667-77.0% | $6,675-83.9% | $4,888-78.0% |