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 | $27,121 | $60,892-55.5% | $82,389-67.1% | $84,808-68.0% |
| Participation rate | 29.5% | 63.3%-33.8pp | 69.5%-40.0pp | 68.3%-38.8pp |
| Annual return | 18.70% | 37.29%-18.6pp | 28.67%-10.0pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,838 | $3,179-42.2% | $4,155-55.8% | $4,212-56.4% |
| Admin fee / account holder | $755 | $5,467-86.2% | $7,231-89.6% | $7,344-89.7% |