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 | $46,963 | $57,354-18.1% | $83,848-44.0% | $64,186-26.8% |
| Participation rate | 58.9% | 68.6%-9.7pp | 76.1%-17.2pp | 69.6%-10.6pp |
| Annual return | -6.34% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,743 | $2,993-8.4% | $4,082-32.8% | $3,470-20.9% |
| Admin fee / account holder | $460 | $4,046-88.6% | $5,478-91.6% | $4,888-90.6% |