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 | $33,442 | $53,596-37.6% | $90,645-63.1% | $64,186-47.9% |
| Participation rate | 67.8% | 64.5%+3.3pp | 74.0%-6.2pp | 69.6%-1.8pp |
| Annual return | -8.04% | 4.41%-12.5pp | 1.88%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,633 | $2,459+7.1% | $3,425-23.1% | $3,470-24.1% |
| Admin fee / account holder | $2,652 | $3,868-31.4% | $4,994-46.9% | $4,888-45.7% |