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 | $16,931 | $53,596-68.4% | $90,645-81.3% | $64,186-73.6% |
| Participation rate | 44.0% | 64.5%-20.5pp | 74.0%-30.0pp | 69.6%-25.6pp |
| Annual return | -8.07% | 4.41%-12.5pp | 1.88%-10.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,162 | $2,459-52.7% | $3,425-66.1% | $3,470-66.5% |
| Admin fee / account holder | $4,188 | $3,868+8.3% | $4,994-16.1% | $4,888-14.3% |