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 | $70,488 | $76,552-7.9% | $123,892-43.1% | $62,891+12.1% |
| Participation rate | 23.1% | 73.0%-49.9pp | 81.4%-58.3pp | 69.3%-46.2pp |
| Annual return | 9.33% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,166 | $4,840-55.2% | $5,984-63.8% | $3,203-32.4% |
| Admin fee / account holder | $860 | $4,826-82.2% | $8,357-89.7% | $4,296-80.0% |