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 | $43,157 | $45,438-5.0% | $80,004-46.1% | $59,632-27.6% |
| Participation rate | 64.8% | 63.7%+1.1pp | 73.0%-8.2pp | 68.7%-3.9pp |
| Annual return | -0.27% | 5.10%-5.4pp | 7.63%-7.9pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,753 | $2,231-21.4% | $3,204-45.3% | $3,192-45.1% |
| Admin fee / account holder | $4,487 | $3,464+29.5% | $5,033-10.9% | $4,297+4.4% |