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 | $64,887 | $84,233-23.0% | $170,442-61.9% | $70,131-7.5% |
| Participation rate | 26.2% | 70.8%-44.6pp | 83.6%-57.4pp | 69.5%-43.4pp |
| Annual return | 14.43% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,121 | $3,086-31.3% | $4,939-57.1% | $3,332-36.3% |
| Admin fee / account holder | $833 | $5,698-85.4% | $13,880-94.0% | $4,645-82.1% |