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 | $42,106 | $43,327-2.8% | $59,878-29.7% | $64,186-34.4% |
| Participation rate | 56.1% | 69.2%-13.1pp | 74.7%-18.6pp | 69.6%-13.5pp |
| Annual return | 9.96% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $1,134 | $2,028-44.1% | $2,722-58.3% | $2,381-52.3% |
| Participant deferral / active EE | $2,092 | $2,546-17.8% | $3,402-38.5% | $3,470-39.7% |
| Admin fee / account holder | $10,089 | $3,005+235.7% | $3,590+181.0% | $4,888+106.4% |