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 | $35,296 | $50,958-30.7% | $74,550-52.7% | $64,186-45.0% |
| Participation rate | 53.1% | 61.1%-8.0pp | 69.1%-16.1pp | 69.6%-16.5pp |
| Annual return | -6.20% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,178 | $2,301-5.4% | $3,108-29.9% | $3,470-37.2% |
| Admin fee / account holder | $978 | $4,223-76.8% | $5,060-80.7% | $4,888-80.0% |