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 | $44,746 | $62,586-28.5% | $76,768-41.7% | $64,186-30.3% |
| Participation rate | 54.4% | 72.8%-18.4pp | 77.0%-22.6pp | 69.6%-15.2pp |
| Annual return | -2.57% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,519 | $3,145-51.7% | $3,852-60.6% | $3,470-56.2% |
| Admin fee / account holder | $16,526 | $4,667+254.1% | $6,675+147.6% | $4,888+238.1% |