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 | $25,559 | $88,707-71.2% | $74,183-65.5% | $273,961-90.7% |
| Participation rate | 39.1% | 79.4%-40.3pp | 76.6%-37.5pp | 83.0%-43.9pp |
| Annual return | 5.18% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,435 | $4,212-18.4% | $3,550-3.2% | $5,287-35.0% |
| Admin fee / account holder | $3,770 | $8,717-56.8% | $5,586-32.5% | $10,132-62.8% |