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 | $15,820 | $45,035-64.9% | $62,995-74.9% | $70,131-77.4% |
| Participation rate | 26.7% | 69.5%-42.9pp | 74.8%-48.1pp | 69.5%-42.9pp |
| Annual return | 15.28% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,582 | $2,465-35.8% | $3,329-52.5% | $3,332-52.5% |
| Admin fee / account holder | $7,140 | $2,834+151.9% | $3,600+98.3% | $4,645+53.7% |