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 | $52,606 | $49,280+6.7% | $67,313-21.8% | $64,186-18.0% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -7.14% | -1.39%-5.7pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,333 | $2,484-46.3% | $3,568-62.6% | $3,470-61.6% |
| Admin fee / account holder | $389 | $3,863-89.9% | $4,507-91.4% | $4,888-92.0% |