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 | $46,900 | $49,280-4.8% | $67,313-30.3% | $64,186-26.9% |
| Participation rate | 38.0% | 60.8%-22.7pp | 69.1%-31.0pp | 69.6%-31.5pp |
| Annual return | -4.01% | -1.39%-2.6pp | -4.08%+0.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,104 | $1,668-33.9% | $2,566-57.0% | $2,381-53.6% |
| Participant deferral / active EE | $1,739 | $2,484-30.0% | $3,568-51.3% | $3,470-49.9% |
| Admin fee / account holder | $1,558 | $3,863-59.7% | $4,507-65.4% | $4,888-68.1% |