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 | $20,739 | $46,869-55.8% | $122,332-83.0% | $70,131-70.4% |
| Participation rate | 68.4% | 58.2%+10.2pp | 71.6%-3.2pp | 69.5%-1.1pp |
| Annual return | 13.67% | 24.22%-10.6pp | 30.27%-16.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,429 | $2,166-34.0% | $3,287-56.5% | $3,332-57.1% |
| Admin fee / account holder | $839 | $3,322-74.8% | $5,478-84.7% | $4,645-81.9% |