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 | $71,736 | $77,813-7.8% | $123,544-41.9% | $64,186+11.8% |
| Participation rate | 48.8% | 74.7%-26.0pp | 82.3%-33.5pp | 69.6%-20.8pp |
| Annual return | -7.68% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,561 | $5,240-51.1% | $6,426-60.2% | $3,470-26.2% |
| Admin fee / account holder | $789 | $5,519-85.7% | $9,284-91.5% | $4,888-83.9% |