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 | $66,931 | $71,883-6.9% | $86,677-22.8% | $68,494-2.3% |
| Participation rate | 62.7% | 72.2%-9.5pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -10.62% | 3.52%-14.1pp | 35.91%-46.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,219 | $3,779-41.3% | $4,656-52.3% | $4,027-44.9% |
| Admin fee / account holder | $5,388 | $6,112-11.8% | $7,493-28.1% | $5,403-0.3% |