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 | $27,696 | $77,813-64.4% | $123,544-77.6% | $64,186-56.8% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.7pp | 69.6%-2.0pp |
| Annual return | 2.71% | 12.48%-9.8pp | 119.20%-116.5pp | 7.63%-4.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,827 | $5,240-27.0% | $6,426-40.4% | $3,470+10.3% |
| Admin fee / account holder | $27,812 | $5,519+404.0% | $9,284+199.6% | $4,888+469.0% |