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 | $34,467 | $42,383-18.7% | $76,523-55.0% | $64,186-46.3% |
| Participation rate | 47.3% | 58.1%-10.9pp | 68.0%-20.7pp | 69.6%-22.3pp |
| Annual return | 0.66% | -16.54%+17.2pp | -0.27%+0.9pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,148 | $1,563-26.6% | $2,647-56.6% | $2,381-51.8% |
| Participant deferral / active EE | $1,962 | $2,566-23.5% | $3,835-48.8% | $3,470-43.4% |
| Admin fee / account holder | $13,496 | $3,198+322.0% | $4,848+178.4% | $4,888+176.1% |