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 | $43,253 | $42,383+2.1% | $76,523-43.5% | $64,186-32.6% |
| Participation rate | 62.5% | 58.1%+4.4pp | 68.0%-5.5pp | 69.6%-7.1pp |
| Annual return | -4.56% | -16.54%+12.0pp | -0.27%-4.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,607 | $2,566+1.6% | $3,835-32.0% | $3,470-24.9% |
| Admin fee / account holder | $2,427 | $3,198-24.1% | $4,848-49.9% | $4,888-50.4% |