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 | $39,695 | $48,265-17.8% | $68,791-42.3% | $68,494-42.0% |
| Participation rate | 47.6% | 60.7%-13.1pp | 69.0%-21.4pp | 67.9%-20.3pp |
| Annual return | -11.07% | -12.71%+1.6pp | -6.38%-4.7pp | -7.84%-3.2pp |
| Employer contribution / active EE | $389 | $1,829-78.7% | $2,655-85.4% | $2,596-85.0% |
| Participant deferral / active EE | $2,527 | $2,867-11.9% | $3,941-35.9% | $4,027-37.3% |
| Admin fee / account holder | $1,135 | $4,355-73.9% | $4,932-77.0% | $5,403-79.0% |