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 | $38,304 | $46,869-18.3% | $122,332-68.7% | $70,131-45.4% |
| Participation rate | 42.4% | 58.2%-15.8pp | 71.6%-29.2pp | 69.5%-27.1pp |
| Annual return | 13.55% | 24.22%-10.7pp | 30.27%-16.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,971 | $2,166-9.0% | $3,287-40.0% | $3,332-40.8% |
| Admin fee / account holder | $1,245 | $3,322-62.5% | $5,478-77.3% | $4,645-73.2% |