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 | $12,340 | $43,327-71.5% | $59,878-79.4% | $64,186-80.8% |
| Participation rate | 62.1% | 69.2%-7.1pp | 74.7%-12.6pp | 69.6%-7.5pp |
| Annual return | 4.28% | -1.55%+5.8pp | 3.46%+0.8pp | 7.63%-3.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,685 | $2,546-33.8% | $3,402-50.5% | $3,470-51.4% |
| Admin fee / account holder | $1,104 | $3,005-63.3% | $3,590-69.3% | $4,888-77.4% |