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 | $45,618 | $62,586-27.1% | $76,768-40.6% | $64,186-28.9% |
| Participation rate | 38.0% | 72.8%-34.8pp | 77.0%-38.9pp | 69.6%-31.5pp |
| Annual return | -5.52% | -1.95%-3.6pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,444 | $3,145-54.1% | $3,852-62.5% | $3,470-58.4% |
| Admin fee / account holder | $10,143 | $4,667+117.3% | $6,675+52.0% | $4,888+107.5% |