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 | $37,628 | $50,958-26.2% | $74,550-49.5% | $64,186-41.4% |
| Participation rate | 54.2% | 61.1%-6.8pp | 69.1%-14.9pp | 69.6%-15.3pp |
| Annual return | -6.25% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,768 | $2,301-23.2% | $3,108-43.1% | $3,470-49.0% |
| Admin fee / account holder | $451 | $4,223-89.3% | $5,060-91.1% | $4,888-90.8% |