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 | $58,387 | $72,012-18.9% | $185,823-68.6% | $79,858-26.9% |
| Participation rate | 52.9% | 65.8%-12.8pp | 78.0%-25.1pp | 69.6%-16.7pp |
| Annual return | 12.72% | 23.12%-10.4pp | 35.95%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,715 | $3,779-1.7% | $5,632-34.0% | $3,740-0.7% |
| Admin fee / account holder | $6,522 | $4,513+44.5% | $9,500-31.4% | $5,306+22.9% |