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 | $18,906 | $48,076-60.7% | $78,689-76.0% | $62,891-69.9% |
| Participation rate | 29.2% | 65.2%-36.0pp | 73.6%-44.3pp | 69.3%-40.1pp |
| Annual return | 14.38% | 31.35%-17.0pp | 62.18%-47.8pp | 20.14%-5.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $932 | $2,588-64.0% | $3,517-73.5% | $3,203-70.9% |
| Admin fee / account holder | $3,513 | $3,207+9.5% | $4,510-22.1% | $4,296-18.2% |