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 | $43,378 | $56,357-23.0% | $104,294-58.4% | $68,494-36.7% |
| Participation rate | 64.3% | 63.3%+1.0pp | 73.3%-9.0pp | 67.9%-3.6pp |
| Annual return | -12.39% | -9.19%-3.2pp | 24.61%-37.0pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,004 | $3,077-2.4% | $4,625-35.0% | $4,027-25.4% |
| Admin fee / account holder | $781 | $4,903-84.1% | $7,339-89.4% | $5,403-85.5% |