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 | $25,089 | $71,883-65.1% | $86,677-71.1% | $68,494-63.4% |
| Participation rate | 45.2% | 72.2%-27.1pp | 76.6%-31.4pp | 67.9%-22.7pp |
| Annual return | -6.62% | 3.52%-10.1pp | 35.91%-42.5pp | -7.84%+1.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,969 | $3,779-47.9% | $4,656-57.7% | $4,027-51.1% |
| Admin fee / account holder | $7,121 | $6,112+16.5% | $7,493-5.0% | $5,403+31.8% |