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 | $32,689 | $62,586-47.8% | $76,768-57.4% | $64,186-49.1% |
| Participation rate | 51.6% | 72.8%-21.2pp | 77.0%-25.3pp | 69.6%-17.9pp |
| Annual return | -6.32% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $997 | $1,832-45.6% | $2,485-59.9% | $2,381-58.1% |
| Participant deferral / active EE | $1,762 | $3,145-44.0% | $3,852-54.2% | $3,470-49.2% |
| Admin fee / account holder | $648 | $4,667-86.1% | $6,675-90.3% | $4,888-86.7% |