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 | $46,156 | $73,004-36.8% | $90,749-49.1% | $68,494-32.6% |
| Participation rate | 65.3% | 70.8%-5.5pp | 75.7%-10.4pp | 67.9%-2.6pp |
| Annual return | -8.13% | -13.81%+5.7pp | -12.16%+4.0pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,214 | $3,627-11.4% | $4,564-29.6% | $4,027-20.2% |
| Admin fee / account holder | $2,015 | $5,896-65.8% | $8,445-76.1% | $5,403-62.7% |