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 | $35,774 | $49,915-28.3% | $154,803-76.9% | $74,304-51.9% |
| Participation rate | 19.1% | 54.0%-34.8pp | 78.1%-58.9pp | 60.3%-41.2pp |
| Annual return | 15.79% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $677 | $2,255-70.0% | $5,540-87.8% | $3,767-82.0% |
| Admin fee / account holder | $3,288 | $2,189+50.2% | $14,329-77.1% | $2,969+10.7% |