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 7-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 | $25,944 | $58,627-55.7% | $76,735-66.2% | $82,448-68.5% |
| Participation rate | 61.3% | 63.2%-1.9pp | 69.5%-8.2pp | 68.1%-6.8pp |
| Annual return | 16.82% | 39.10%-22.3pp | 29.77%-12.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,408 | $3,134-23.2% | $4,088-41.1% | $4,139-41.8% |
| Admin fee / account holder | $1,501 | $5,323-71.8% | $7,189-79.1% | $7,234-79.3% |