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 | $21,664 | $48,076-54.9% | $78,689-72.5% | $62,891-65.6% |
| Participation rate | 34.0% | 65.2%-31.2pp | 73.6%-39.6pp | 69.3%-35.3pp |
| Annual return | 7.20% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,099 | $2,588-57.5% | $3,517-68.8% | $3,203-65.7% |
| Admin fee / account holder | $931 | $3,207-71.0% | $4,510-79.3% | $4,296-78.3% |