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 | $113,688 | $54,726+107.7% | $68,793+65.3% | $64,186+77.1% |
| Participation rate | 65.5% | 68.0%-2.5pp | 72.2%-6.7pp | 69.6%-4.1pp |
| Annual return | -6.68% | -1.62%-5.1pp | -4.63%-2.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,202 | $2,626+60.0% | $3,311+26.9% | $3,470+21.1% |
| Admin fee / account holder | $1,381 | $4,027-65.7% | $5,131-73.1% | $4,888-71.7% |