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 | $35,495 | $63,299-43.9% | $91,001-61.0% | $62,292-43.0% |
| Participation rate | 65.0% | 73.3%-8.3pp | 75.6%-10.6pp | 69.5%-4.5pp |
| Annual return | 16.26% | 20.99%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,931 | $2,943-34.4% | $3,547-45.6% | $3,169-39.1% |
| Admin fee / account holder | $2,200 | $468+370.4% | $5,417-59.4% | $479+359.0% |