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 | $29,918 | $39,122-23.5% | $57,179-47.7% | $62,891-52.4% |
| Participation rate | 32.0% | 70.5%-38.5pp | 75.3%-43.3pp | 69.3%-37.3pp |
| Annual return | 4.10% | 9.23%-5.1pp | 14.59%-10.5pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $875 | $2,374-63.1% | $3,096-71.7% | $3,203-72.7% |
| Admin fee / account holder | $2,398 | $2,592-7.5% | $3,139-23.6% | $4,296-44.2% |