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 | $44,502 | $87,841-49.3% | $133,980-66.8% | $62,891-29.2% |
| Participation rate | 42.0% | 83.4%-41.4pp | 87.1%-45.0pp | 69.3%-27.3pp |
| Annual return | 11.70% | 12.05%-0.4pp | 29.30%-17.6pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,054 | $4,812-36.5% | $6,282-51.4% | $3,203-4.6% |
| Admin fee / account holder | $1,313 | $5,371-75.6% | $9,324-85.9% | $4,296-69.4% |