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 | $49,696 | $69,977-29.0% | $108,579-54.2% | $62,891-21.0% |
| Participation rate | 60.7% | 72.9%-12.2pp | 79.6%-18.9pp | 69.3%-8.6pp |
| Annual return | 5.22% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,681 | $3,165-46.9% | $4,311-61.0% | $3,203-47.5% |
| Admin fee / account holder | $10,281 | $5,076+102.5% | $7,645+34.5% | $4,296+139.3% |