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 | $44,685 | $53,596-16.6% | $90,645-50.7% | $64,186-30.4% |
| Participation rate | 48.8% | 64.5%-15.7pp | 74.0%-25.2pp | 69.6%-20.8pp |
| Annual return | -3.68% | 4.41%-8.1pp | 1.88%-5.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,283 | $2,459-47.8% | $3,425-62.5% | $3,470-63.0% |
| Admin fee / account holder | $2,426 | $3,868-37.3% | $4,994-51.4% | $4,888-50.4% |