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 | $66,447 | $88,707-25.1% | $74,183-10.4% | $273,961-75.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 5.67% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,095 | $4,212-50.3% | $3,550-41.0% | $5,287-60.4% |
| Admin fee / account holder | $863 | $8,717-90.1% | $5,586-84.5% | $10,132-91.5% |