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 | $63,348 | $52,836+19.9% | $105,738-40.1% | $64,186-1.3% |
| Participation rate | 65.5% | 66.5%-1.0pp | 76.3%-10.8pp | 69.6%-4.1pp |
| Annual return | -1.35% | 14.30%-15.6pp | 6.27%-7.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,040 | $2,545-19.9% | $4,080-50.0% | $3,470-41.2% |
| Admin fee / account holder | $31,003 | $3,959+683.2% | $6,913+348.5% | $4,888+534.3% |