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 | $52,850 | $81,248-35.0% | $155,509-66.0% | $80,856-34.6% |
| Participation rate | 46.4% | 66.2%-19.8pp | 78.2%-31.8pp | 67.6%-21.2pp |
| Annual return | 17.60% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,803 | $3,452-18.8% | $5,626-50.2% | $4,296-34.7% |
| Admin fee / account holder | $1,050 | $7,997-86.9% | $15,912-93.4% | $6,918-84.8% |