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 | $114,964 | $54,726+110.1% | $68,793+67.1% | $64,186+79.1% |
| Participation rate | 51.0% | 68.0%-17.0pp | 72.2%-21.2pp | 69.6%-18.5pp |
| Annual return | -3.21% | -1.62%-1.6pp | -4.63%+1.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,245 | $2,626+23.5% | $3,311-2.0% | $3,470-6.5% |
| Admin fee / account holder | $31,564 | $4,027+683.8% | $5,131+515.2% | $4,888+545.7% |