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 | $51,187 | $69,977-26.9% | $108,579-52.9% | $62,891-18.6% |
| Participation rate | 40.4% | 72.9%-32.5pp | 79.6%-39.1pp | 69.3%-28.9pp |
| Annual return | 5.48% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,350 | $3,165+5.8% | $4,311-22.3% | $3,203+4.6% |
| Admin fee / account holder | $11,206 | $5,076+120.7% | $7,645+46.6% | $4,296+160.9% |