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 | $87,313 | $99,341-12.1% | $84,750+3.0% | $273,961-68.1% |
| Participation rate | 65.0% | 80.7%-15.7pp | 76.6%-11.6pp | 83.0%-18.0pp |
| Annual return | 5.56% | 22.93%-17.4pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,768 | $4,269-11.8% | $3,712+1.5% | $5,287-28.7% |
| Admin fee / account holder | $30,846 | $6,644+364.3% | $5,332+478.5% | $10,132+204.4% |