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 | $67,395 | $67,606-0.3% | $82,313-18.1% | $70,131-3.9% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.4pp |
| Annual return | 17.11% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,894 | $2,987+30.4% | $3,706+5.1% | $3,332+16.9% |
| Admin fee / account holder | $9,915 | $4,512+119.7% | $5,608+76.8% | $4,645+113.4% |