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 | $38,161 | $45,035-15.3% | $62,995-39.4% | $70,131-45.6% |
| Participation rate | 35.1% | 69.5%-34.4pp | 74.8%-39.7pp | 69.5%-34.4pp |
| Annual return | 11.33% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,402 | $2,465-43.1% | $3,329-57.9% | $3,332-57.9% |
| Admin fee / account holder | $6,906 | $2,834+143.6% | $3,600+91.8% | $4,645+48.7% |