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 | $31,803 | $64,480-50.7% | $81,382-60.9% | $80,856-60.7% |
| Participation rate | 53.1% | 63.9%-10.7pp | 69.5%-16.4pp | 67.6%-14.5pp |
| Annual return | 14.03% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,504 | $3,094-19.1% | $3,883-35.5% | $4,296-41.7% |
| Admin fee / account holder | $1,550 | $5,671-72.7% | $5,768-73.1% | $6,918-77.6% |