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 | $51,066 | $57,828-11.7% | $117,039-56.4% | $70,131-27.2% |
| Participation rate | 63.8% | 67.1%-3.3pp | 77.2%-13.4pp | 69.5%-5.7pp |
| Annual return | 16.83% | 17.55%-0.7pp | 18.95%-2.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,103 | $2,438-13.7% | $3,929-46.5% | $3,332-36.9% |
| Admin fee / account holder | $2,779 | $3,548-21.7% | $5,974-53.5% | $4,645-40.2% |