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 | $41,889 | $87,540-52.1% | $75,781-44.7% | $125,391-66.6% |
| Participation rate | 63.2% | 80.2%-17.0pp | 75.8%-12.7pp | 83.2%-20.0pp |
| Annual return | 0.38% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,475 | $4,229-65.1% | $3,651-59.6% | $5,352-72.4% |
| Admin fee / account holder | $854 | $6,502-86.9% | $5,299-83.9% | $9,540-91.1% |