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 | $45,223 | $50,958-11.3% | $74,550-39.3% | $64,186-29.5% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.1%-38.4pp | 69.6%-38.8pp |
| Annual return | 1.00% | -1.86%+2.9pp | 32.53%-31.5pp | 7.63%-6.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,330 | $2,301-42.2% | $3,108-57.2% | $3,470-61.7% |
| Admin fee / account holder | $3,173 | $4,223-24.9% | $5,060-37.3% | $4,888-35.1% |