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 | $61,173 | $77,813-21.4% | $123,544-50.5% | $64,186-4.7% |
| Participation rate | 51.9% | 74.7%-22.9pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | -3.29% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,754 | $5,240-28.4% | $6,426-41.6% | $3,470+8.2% |
| Admin fee / account holder | $8,883 | $5,519+61.0% | $9,284-4.3% | $4,888+81.7% |