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 | $37,557 | $42,383-11.4% | $76,523-50.9% | $64,186-41.5% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | -6.28% | -16.54%+10.3pp | -0.27%-6.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $765 | $1,563-51.0% | $2,647-71.1% | $2,381-67.9% |
| Participant deferral / active EE | $1,489 | $2,566-42.0% | $3,835-61.2% | $3,470-57.1% |
| Admin fee / account holder | $504 | $3,198-84.2% | $4,848-89.6% | $4,888-89.7% |