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 | $65,057 | $95,803-32.1% | $113,168-42.5% | $84,808-23.3% |
| Participation rate | 63.0% | 72.9%-9.9pp | 76.6%-13.6pp | 68.3%-5.3pp |
| Annual return | 14.82% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,486 | $4,242-41.4% | $5,107-51.3% | $4,212-41.0% |
| Admin fee / account holder | $4,954 | $8,989-44.9% | $12,068-58.9% | $7,344-32.5% |