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 | $26,552 | $43,327-38.7% | $59,878-55.7% | $64,186-58.6% |
| Participation rate | 63.8% | 69.2%-5.4pp | 74.7%-10.9pp | 69.6%-5.8pp |
| Annual return | 10.36% | -1.55%+11.9pp | 3.46%+6.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,477 | $2,546-42.0% | $3,402-56.6% | $3,470-57.4% |
| Admin fee / account holder | $2,055 | $3,005-31.6% | $3,590-42.8% | $4,888-58.0% |