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 | $29,244 | $42,383-31.0% | $76,523-61.8% | $64,186-54.4% |
| Participation rate | 45.2% | 58.1%-13.0pp | 68.0%-22.8pp | 69.6%-24.4pp |
| Annual return | -2.80% | -16.54%+13.7pp | -0.27%-2.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $393 | $1,563-74.9% | $2,647-85.2% | $2,381-83.5% |
| Participant deferral / active EE | $1,058 | $2,566-58.8% | $3,835-72.4% | $3,470-69.5% |
| Admin fee / account holder | $1,398 | $3,198-56.3% | $4,848-71.2% | $4,888-71.4% |