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 | $46,250 | $113,935-59.4% | $94,224-50.9% | $125,391-63.1% |
| Participation rate | 58.3% | 82.9%-24.6pp | 78.8%-20.4pp | 83.2%-24.9pp |
| Annual return | 0.17% | 5.29%-5.1pp | 10.68%-10.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,952 | $5,179-62.3% | $4,320-54.8% | $5,352-63.5% |
| Admin fee / account holder | $13,110 | $8,391+56.2% | $6,269+109.1% | $9,540+37.4% |