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 | $49,700 | $48,265+3.0% | $68,791-27.8% | $68,494-27.4% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | 2.36% | -12.71%+15.1pp | -6.38%+8.7pp | -7.84%+10.2pp |
| Employer contribution / active EE | $582 | $1,829-68.2% | $2,655-78.1% | $2,596-77.6% |
| Participant deferral / active EE | $1,960 | $2,867-31.6% | $3,941-50.3% | $4,027-51.3% |
| Admin fee / account holder | $9,940 | $4,355+128.2% | $4,932+101.5% | $5,403+84.0% |