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 | $40,962 | $43,327-5.5% | $59,878-31.6% | $64,186-36.2% |
| Participation rate | 48.6% | 69.2%-20.5pp | 74.7%-26.1pp | 69.6%-20.9pp |
| Annual return | -5.72% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $590 | $2,028-70.9% | $2,722-78.3% | $2,381-75.2% |
| Participant deferral / active EE | $2,112 | $2,546-17.0% | $3,402-37.9% | $3,470-39.1% |
| Admin fee / account holder | $725 | $3,005-75.9% | $3,590-79.8% | $4,888-85.2% |