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 | $44,074 | $73,981-40.4% | $105,722-58.3% | $62,891-29.9% |
| Participation rate | 48.1% | 71.7%-23.5pp | 78.9%-30.8pp | 69.3%-21.2pp |
| Annual return | 11.05% | 17.60%-6.6pp | 12.25%-1.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,006 | $4,038-25.6% | $5,326-43.6% | $3,203-6.1% |
| Admin fee / account holder | $486 | $5,976-91.9% | $8,308-94.2% | $4,296-88.7% |