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 | $66,689 | $72,012-7.4% | $185,823-64.1% | $79,858-16.5% |
| Participation rate | 25.0% | 65.8%-40.8pp | 78.0%-53.0pp | 69.6%-44.6pp |
| Annual return | 19.25% | 23.12%-3.9pp | 35.95%-16.7pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,330 | $3,779-64.8% | $5,632-76.4% | $3,740-64.4% |
| Admin fee / account holder | $3,102 | $4,513-31.3% | $9,500-67.4% | $5,306-41.5% |