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 | $54,139 | $97,044-44.2% | $83,333-35.0% | $135,375-60.0% |
| Participation rate | 52.4% | 80.4%-28.0pp | 77.8%-25.4pp | 82.6%-30.3pp |
| Annual return | -1.49% | 12.31%-13.8pp | 10.63%-12.1pp | 519.73%-521.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,944 | $5,964-17.1% | $5,565-11.2% | $5,609-11.9% |
| Admin fee / account holder | $4,027 | $8,380-51.9% | $7,510-46.4% | $10,827-62.8% |