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 | $40,781 | $45,035-9.4% | $62,995-35.3% | $70,131-41.8% |
| Participation rate | 23.7% | 69.5%-45.8pp | 74.8%-51.1pp | 69.5%-45.8pp |
| Annual return | 14.14% | 18.76%-4.6pp | 87.57%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,360 | $2,465-44.8% | $3,329-59.2% | $3,332-59.2% |
| Admin fee / account holder | $5,247 | $2,834+85.1% | $3,600+45.7% | $4,645+12.9% |