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 | $72,597 | $87,540-17.1% | $75,781-4.2% | $125,391-42.1% |
| Participation rate | 56.5% | 80.2%-23.6pp | 75.8%-19.3pp | 83.2%-26.7pp |
| Annual return | -2.45% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,055 | $4,229+19.5% | $3,651+38.4% | $5,352-5.5% |
| Admin fee / account holder | $13,677 | $6,502+110.4% | $5,299+158.1% | $9,540+43.4% |