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 | $42,600 | $45,073-5.5% | $69,455-38.7% | $72,985-41.6% |
| Participation rate | 26.1% | 68.5%-42.4pp | 74.6%-48.5pp | 69.5%-43.3pp |
| Annual return | 5.82% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $837 | $2,602-67.8% | $3,535-76.3% | $3,607-76.8% |
| Admin fee / account holder | $1,040 | $3,056-66.0% | $3,839-72.9% | $5,124-79.7% |