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 | $29,593 | $56,054-47.2% | $171,082-82.7% | $62,891-52.9% |
| Participation rate | 48.4% | 62.9%-14.5pp | 76.7%-28.3pp | 69.3%-20.9pp |
| Annual return | 8.13% | 22.52%-14.4pp | 32.56%-24.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,948 | $3,158-6.7% | $4,797-38.5% | $3,203-8.0% |
| Admin fee / account holder | $731 | $3,647-80.0% | $8,520-91.4% | $4,296-83.0% |