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 | $52,653 | $60,349-12.8% | $74,183-29.0% | $62,891-16.3% |
| Participation rate | 67.8% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.5pp |
| Annual return | 6.10% | 21.37%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,548 | $2,856-45.8% | $3,550-56.4% | $3,203-51.7% |
| Admin fee / account holder | $3,092 | $4,261-27.4% | $5,586-44.6% | $4,296-28.0% |