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 | $46,777 | $66,098-29.2% | $101,794-54.0% | $74,304-37.0% |
| Participation rate | 42.3% | 53.8%-11.4pp | 69.2%-26.9pp | 60.3%-18.0pp |
| Annual return | 19.06% | 19.59%-0.5pp | 30.53%-11.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,444 | $2,781-12.1% | $4,084-40.2% | $3,767-35.1% |
| Admin fee / account holder | $1,561 | $4,146-62.3% | $8,777-82.2% | $2,969-47.4% |