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 | $108,292 | $62,586+73.0% | $76,768+41.1% | $64,186+68.7% |
| Participation rate | 44.1% | 72.8%-28.7pp | 77.0%-32.9pp | 69.6%-25.5pp |
| Annual return | -6.68% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,943 | $3,145-6.4% | $3,852-23.6% | $3,470-15.2% |
| Admin fee / account holder | $2,656 | $4,667-43.1% | $6,675-60.2% | $4,888-45.7% |