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 | $40,258 | $60,349-33.3% | $74,183-45.7% | $62,891-36.0% |
| Participation rate | 67.3% | 72.7%-5.5pp | 76.6%-9.3pp | 69.3%-2.0pp |
| Annual return | 6.55% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,716 | $2,856-39.9% | $3,550-51.7% | $3,203-46.4% |
| Admin fee / account holder | $1,599 | $4,261-62.5% | $5,586-71.4% | $4,296-62.8% |