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 | $45,979 | $48,265-4.7% | $68,791-33.2% | $68,494-32.9% |
| Participation rate | 59.0% | 60.7%-1.7pp | 69.0%-10.1pp | 67.9%-8.9pp |
| Annual return | -14.32% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $392 | $1,829-78.6% | $2,655-85.2% | $2,596-84.9% |
| Participant deferral / active EE | $2,095 | $2,867-26.9% | $3,941-46.8% | $4,027-48.0% |
| Admin fee / account holder | $3,794 | $4,355-12.9% | $4,932-23.1% | $5,403-29.8% |