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 | $30,432 | $42,383-28.2% | $76,523-60.2% | $64,186-52.6% |
| Participation rate | 24.2% | 58.1%-33.9pp | 68.0%-43.8pp | 69.6%-45.3pp |
| Annual return | -4.68% | -16.54%+11.9pp | -0.27%-4.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,902 | $2,566+13.1% | $3,835-24.3% | $3,470-16.4% |
| Admin fee / account holder | $14,793 | $3,198+362.6% | $4,848+205.1% | $4,888+202.6% |