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 | $24,237 | $72,277-66.5% | $101,248-76.1% | $79,858-69.6% |
| Participation rate | 21.4% | 68.5%-47.0pp | 75.8%-54.4pp | 69.6%-48.2pp |
| Annual return | 16.81% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,929 | $3,282-41.2% | $4,370-55.9% | $3,740-48.4% |
| Admin fee / account holder | $3,865 | $4,400-12.2% | $5,945-35.0% | $5,306-27.2% |