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 | $25,933 | $61,660-57.9% | $80,019-67.6% | $64,186-59.6% |
| Participation rate | 57.4% | 71.7%-14.3pp | 75.8%-18.4pp | 69.6%-12.2pp |
| Annual return | 1.80% | -0.33%+2.1pp | 11.22%-9.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,881 | $2,968-36.6% | $3,686-49.0% | $3,470-45.8% |
| Admin fee / account holder | $4,764 | $5,417-12.1% | $6,521-26.9% | $4,888-2.5% |