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 | $49,928 | $81,248-38.5% | $155,509-67.9% | $80,856-38.3% |
| Participation rate | 63.9% | 66.2%-2.3pp | 78.2%-14.3pp | 67.6%-3.7pp |
| Annual return | 14.80% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,325 | $3,452-61.6% | $5,626-76.5% | $4,296-69.2% |
| Admin fee / account holder | $4,660 | $7,997-41.7% | $15,912-70.7% | $6,918-32.6% |