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 | $51,656 | $54,762-5.7% | $90,281-42.8% | $72,985-29.2% |
| Participation rate | 48.4% | 65.1%-16.7pp | 73.3%-24.8pp | 69.5%-21.0pp |
| Annual return | 22.04% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,880 | $2,887-34.9% | $3,885-51.6% | $3,607-47.9% |
| Admin fee / account holder | $1,271 | $3,972-68.0% | $5,351-76.2% | $5,124-75.2% |