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 | $38,689 | $42,383-8.7% | $76,523-49.4% | $64,186-39.7% |
| Participation rate | 45.5% | 58.1%-12.7pp | 68.0%-22.5pp | 69.6%-24.1pp |
| Annual return | -6.70% | -16.54%+9.8pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,458 | $1,563+57.2% | $2,647-7.1% | $2,381+3.2% |
| Participant deferral / active EE | $5,168 | $2,566+101.4% | $3,835+34.7% | $3,470+49.0% |
| Admin fee / account holder | $4,883 | $3,198+52.7% | $4,848+0.7% | $4,888-0.1% |