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 | $37,917 | $65,041-41.7% | $90,951-58.3% | $79,858-52.5% |
| Participation rate | 57.5% | 61.6%-4.1pp | 69.0%-11.5pp | 69.6%-12.1pp |
| Annual return | 10.36% | 30.45%-20.1pp | 134.60%-124.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,190 | $2,512-52.6% | $3,373-64.7% | $3,740-68.2% |
| Admin fee / account holder | $9,960 | $4,536+119.6% | $5,959+67.2% | $5,306+87.7% |