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 | $44,029 | $61,660-28.6% | $80,019-45.0% | $64,186-31.4% |
| Participation rate | 54.8% | 71.7%-16.9pp | 75.8%-21.0pp | 69.6%-14.7pp |
| Annual return | -7.28% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,070 | $2,968+3.5% | $3,686-16.7% | $3,470-11.5% |
| Admin fee / account holder | $3,947 | $5,417-27.1% | $6,521-39.5% | $4,888-19.2% |