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 | $21,668 | $57,354-62.2% | $83,848-74.2% | $64,186-66.2% |
| Participation rate | 49.3% | 68.6%-19.3pp | 76.1%-26.8pp | 69.6%-20.3pp |
| Annual return | 0.18% | 11.38%-11.2pp | 850.88%-850.7pp | 7.63%-7.5pp |
| Employer contribution / active EE | $3,123 | $2,545+22.7% | $3,631-14.0% | $2,381+31.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,283 | $4,046-18.9% | $5,478-40.1% | $4,888-32.8% |