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 | $31,270 | $71,883-56.5% | $86,677-63.9% | $68,494-54.3% |
| Participation rate | 68.9% | 72.2%-3.3pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -14.87% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,013 | $3,779-46.7% | $4,656-56.8% | $4,027-50.0% |
| Admin fee / account holder | $6,507 | $6,112+6.5% | $7,493-13.2% | $5,403+20.4% |