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 | $36,504 | $60,349-39.5% | $74,183-50.8% | $62,891-42.0% |
| Participation rate | 63.0% | 72.7%-9.8pp | 76.6%-13.7pp | 69.3%-6.3pp |
| Annual return | 8.68% | 21.37%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,297 | $2,856+85.5% | $3,550+49.2% | $3,203+65.4% |
| Admin fee / account holder | $11,767 | $4,261+176.1% | $5,586+110.7% | $4,296+173.9% |