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 | $77,824 | $175,600-55.7% | $129,110-39.7% | $134,475-42.1% |
| Participation rate | 52.4% | 81.6%-29.2pp | 77.3%-24.9pp | 81.2%-28.8pp |
| Annual return | -7.32% | -11.39%+4.1pp | -10.94%+3.6pp | 417.96%-425.3pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,449 | $7,975-56.8% | $6,542-47.3% | $6,400-46.1% |
| Admin fee / account holder | $2,167 | $23,567-90.8% | $14,302-84.9% | $11,426-81.0% |