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 | $39,926 | $43,327-7.8% | $59,878-33.3% | $64,186-37.8% |
| Participation rate | 29.4% | 69.2%-39.8pp | 74.7%-45.3pp | 69.6%-40.2pp |
| Annual return | -3.27% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,350 | $2,546-47.0% | $3,402-60.3% | $3,470-61.1% |
| Admin fee / account holder | $4,456 | $3,005+48.3% | $3,590+24.1% | $4,888-8.8% |