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 | $44,045 | $71,883-38.7% | $86,677-49.2% | $68,494-35.7% |
| Participation rate | 38.6% | 72.2%-33.7pp | 76.6%-38.0pp | 67.9%-29.3pp |
| Annual return | -16.85% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,129 | $3,779-43.7% | $4,656-54.3% | $4,027-47.1% |
| Admin fee / account holder | $438 | $6,112-92.8% | $7,493-94.1% | $5,403-91.9% |