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 | $31,262 | $63,861-51.0% | $104,607-70.1% | $79,858-60.9% |
| Participation rate | 60.0% | 64.9%-4.9pp | 74.1%-14.1pp | 69.6%-9.6pp |
| Annual return | 16.20% | 21.30%-5.1pp | 340.46%-324.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,305 | $2,693-14.4% | $3,740-38.4% | $3,740-38.4% |
| Admin fee / account holder | $531 | $4,185-87.3% | $6,473-91.8% | $5,306-90.0% |