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 | $35,548 | $50,958-30.2% | $74,550-52.3% | $64,186-44.6% |
| Participation rate | 52.9% | 61.1%-8.2pp | 69.1%-16.3pp | 69.6%-16.7pp |
| Annual return | -4.13% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,340 | $2,301-41.8% | $3,108-56.9% | $3,470-61.4% |
| Admin fee / account holder | $960 | $4,223-77.3% | $5,060-81.0% | $4,888-80.4% |