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 | $44,056 | $54,726-19.5% | $68,793-36.0% | $64,186-31.4% |
| Participation rate | 61.8% | 68.0%-6.3pp | 72.2%-10.5pp | 69.6%-7.8pp |
| Annual return | -5.94% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,047 | $2,626-22.1% | $3,311-38.2% | $3,470-41.0% |
| Admin fee / account holder | $1,881 | $4,027-53.3% | $5,131-63.3% | $4,888-61.5% |