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 | $44,455 | $58,577-24.1% | $83,333-46.7% | $64,186-30.7% |
| Participation rate | 56.7% | 72.0%-15.4pp | 77.8%-21.1pp | 69.6%-12.9pp |
| Annual return | -4.26% | 9.65%-13.9pp | 10.63%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,000 | $4,654-35.5% | $5,565-46.1% | $3,470-13.5% |
| Admin fee / account holder | $2,107 | $9,275-77.3% | $7,510-71.9% | $4,888-56.9% |