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 | $68,484 | $49,280+39.0% | $67,313+1.7% | $64,186+6.7% |
| Participation rate | 39.6% | 60.8%-21.2pp | 69.1%-29.5pp | 69.6%-29.9pp |
| Annual return | -4.66% | -1.39%-3.3pp | -4.08%-0.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,478 | $2,484-40.5% | $3,568-58.6% | $3,470-57.4% |
| Admin fee / account holder | $9,453 | $3,863+144.7% | $4,507+109.7% | $4,888+93.4% |