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 | $33,533 | $62,586-46.4% | $76,768-56.3% | $64,186-47.8% |
| Participation rate | 63.6% | 72.8%-9.2pp | 77.0%-13.3pp | 69.6%-5.9pp |
| Annual return | 6.27% | -1.95%+8.2pp | 2.43%+3.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $785 | $1,832-57.2% | $2,485-68.4% | $2,381-67.0% |
| Participant deferral / active EE | $2,652 | $3,145-15.7% | $3,852-31.1% | $3,470-23.6% |
| Admin fee / account holder | $3,157 | $4,667-32.3% | $6,675-52.7% | $4,888-35.4% |