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 | $44,577 | $43,327+2.9% | $59,878-25.6% | $64,186-30.6% |
| Participation rate | 38.5% | 69.2%-30.7pp | 74.7%-36.2pp | 69.6%-31.1pp |
| Annual return | -3.55% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,380 | $2,546-6.5% | $3,402-30.1% | $3,470-31.4% |
| Admin fee / account holder | $762 | $3,005-74.6% | $3,590-78.8% | $4,888-84.4% |