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 | $42,497 | $81,248-47.7% | $155,509-72.7% | $80,856-47.4% |
| Participation rate | 45.2% | 66.2%-21.0pp | 78.2%-32.9pp | 67.6%-22.4pp |
| Annual return | 17.25% | 33.31%-16.1pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,637 | $3,452-52.6% | $5,626-70.9% | $4,296-61.9% |
| Admin fee / account holder | $1,866 | $7,997-76.7% | $15,912-88.3% | $6,918-73.0% |