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 | $53,186 | $58,577-9.2% | $83,333-36.2% | $64,186-17.1% |
| Participation rate | 42.5% | 72.0%-29.5pp | 77.8%-35.3pp | 69.6%-27.1pp |
| Annual return | -7.31% | 9.65%-17.0pp | 10.63%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,455 | $4,654+17.2% | $5,565-2.0% | $3,470+57.2% |
| Admin fee / account holder | $9,130 | $9,275-1.6% | $7,510+21.6% | $4,888+86.8% |