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 | $46,782 | $42,894+9.1% | $60,874-23.1% | $68,494-31.7% |
| Participation rate | 53.3% | 66.8%-13.5pp | 73.1%-19.8pp | 67.9%-14.6pp |
| Annual return | -10.98% | -13.98%+3.0pp | 16.90%-27.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $414 | $1,978-79.1% | $2,701-84.7% | $2,596-84.0% |
| Participant deferral / active EE | $2,819 | $2,867-1.7% | $3,817-26.1% | $4,027-30.0% |
| Admin fee / account holder | $5,600 | $3,101+80.6% | $3,224+73.7% | $5,403+3.7% |