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 | $45,417 | $56,277-19.3% | $80,975-43.9% | $62,891-27.8% |
| Participation rate | 34.7% | 69.0%-34.2pp | 75.8%-41.1pp | 69.3%-34.6pp |
| Annual return | 23.39% | 22.12%+1.3pp | 17.10%+6.3pp | 20.14%+3.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,283 | $4,195-21.7% | $5,696-42.4% | $3,203+2.5% |
| Admin fee / account holder | $11,078 | $3,741+196.2% | $5,516+100.8% | $4,296+157.9% |