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 | $29,174 | $53,596-45.6% | $90,645-67.8% | $64,186-54.5% |
| Participation rate | 56.4% | 64.5%-8.2pp | 74.0%-17.7pp | 69.6%-13.2pp |
| Annual return | -4.68% | 4.41%-9.1pp | 1.88%-6.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $509 | $1,503-66.2% | $2,532-79.9% | $2,381-78.6% |
| Participant deferral / active EE | $1,089 | $2,459-55.7% | $3,425-68.2% | $3,470-68.6% |
| Admin fee / account holder | $1,892 | $3,868-51.1% | $4,994-62.1% | $4,888-61.3% |