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 | $19,554 | $43,327-54.9% | $59,878-67.3% | $64,186-69.5% |
| Participation rate | 15.2% | 69.2%-54.0pp | 74.7%-59.5pp | 69.6%-54.4pp |
| Annual return | 10.28% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $906 | $2,546-64.4% | $3,402-73.4% | $3,470-73.9% |
| Admin fee / account holder | $4,343 | $3,005+44.5% | $3,590+21.0% | $4,888-11.2% |