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 | $21,841 | $64,480-66.1% | $81,382-73.2% | $80,856-73.0% |
| Participation rate | 65.0% | 63.9%+1.1pp | 69.5%-4.5pp | 67.6%-2.6pp |
| Annual return | 25.39% | 16.34%+9.0pp | 24.73%+0.7pp | 35.59%-10.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,545 | $3,094-17.7% | $3,883-34.5% | $4,296-40.8% |
| Admin fee / account holder | $1,287 | $5,671-77.3% | $5,768-77.7% | $6,918-81.4% |