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 | $25,860 | $93,071-72.2% | $74,583-65.3% | $273,961-90.6% |
| Participation rate | 23.1% | 74.9%-51.9pp | 68.1%-45.0pp | 83.0%-59.9pp |
| Annual return | 6.71% | 26.18%-19.5pp | 20.47%-13.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,124 | $4,160-73.0% | $3,458-67.5% | $5,287-78.7% |
| Admin fee / account holder | $3,134 | $5,272-40.6% | $4,138-24.3% | $10,132-69.1% |