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 | $26,303 | $56,484-53.4% | $169,463-84.5% | $64,186-59.0% |
| Participation rate | 37.9% | 64.5%-26.6pp | 77.8%-39.9pp | 69.6%-31.6pp |
| Annual return | -5.38% | -1.55%-3.8pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,565 | $3,448+3.4% | $5,277-32.4% | $3,470+2.7% |
| Admin fee / account holder | $7,264 | $4,174+74.0% | $9,109-20.3% | $4,888+48.6% |