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 | $41,824 | $45,863-8.8% | $77,024-45.7% | $68,494-38.9% |
| Participation rate | 44.8% | 55.9%-11.1pp | 67.9%-23.1pp | 67.9%-23.1pp |
| Annual return | -17.87% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $862 | $1,650-47.7% | $2,812-69.3% | $2,596-66.8% |
| Participant deferral / active EE | $1,486 | $2,962-49.8% | $4,426-66.4% | $4,027-63.1% |
| Admin fee / account holder | $5,428 | $3,041+78.5% | $5,4250% | $5,403+0.5% |