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 | $32,579 | $60,349-46.0% | $74,183-56.1% | $62,891-48.2% |
| Participation rate | 58.1% | 72.7%-14.7pp | 76.6%-18.6pp | 69.3%-11.2pp |
| Annual return | 12.40% | 21.37%-9.0pp | 17.74%-5.3pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,326 | $2,856-18.6% | $3,550-34.5% | $3,203-27.4% |
| Admin fee / account holder | $17,152 | $4,261+302.5% | $5,586+207.1% | $4,296+299.3% |