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 | $34,977 | $58,828-40.5% | $77,999-55.2% | $62,891-44.4% |
| Participation rate | 62.1% | 71.1%-8.9pp | 75.5%-13.4pp | 69.3%-7.2pp |
| Annual return | 6.47% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,092 | $2,686-22.1% | $3,497-40.2% | $3,203-34.7% |
| Admin fee / account holder | $1,582 | $4,393-64.0% | $5,480-71.1% | $4,296-63.2% |