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 | $66,530 | $74,927-11.2% | $101,794-34.6% | $84,808-21.6% |
| Participation rate | 40.7% | 61.4%-20.7pp | 69.2%-28.4pp | 68.3%-27.6pp |
| Annual return | 13.89% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,361 | $3,099-23.8% | $4,084-42.2% | $4,212-44.0% |
| Admin fee / account holder | $2,424 | $6,514-62.8% | $8,777-72.4% | $7,344-67.0% |