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 | $36,120 | $54,229-33.4% | $70,092-48.5% | $68,494-47.3% |
| Participation rate | 63.0% | 64.5%-1.5pp | 70.5%-7.5pp | 67.9%-4.9pp |
| Annual return | -12.84% | -13.87%+1.0pp | 190.73%-203.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,951 | $2,956-0.2% | $3,849-23.3% | $4,027-26.7% |
| Admin fee / account holder | $2,709 | $4,694-42.3% | $6,267-56.8% | $5,403-49.9% |