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 | $22,600 | $39,122-42.2% | $57,179-60.5% | $62,891-64.1% |
| Participation rate | 50.0% | 70.5%-20.5pp | 75.3%-25.3pp | 69.3%-19.3pp |
| Annual return | 6.42% | 9.23%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $639 | $1,874-65.9% | $2,682-76.2% | $2,281-72.0% |
| Participant deferral / active EE | $1,257 | $2,374-47.0% | $3,096-59.4% | $3,203-60.8% |
| Admin fee / account holder | $14,132 | $2,592+445.2% | $3,139+350.2% | $4,296+229.0% |