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 | $40,842 | $65,561-37.7% | $91,541-55.4% | $74,304-45.0% |
| Participation rate | 40.3% | 56.6%-16.3pp | 69.8%-29.5pp | 60.3%-20.0pp |
| Annual return | 13.64% | 17.68%-4.0pp | 20.50%-6.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,655 | $2,918-43.3% | $4,008-58.7% | $3,767-56.1% |
| Admin fee / account holder | $2,967 | $3,333-11.0% | $6,956-57.4% | $2,969-0.1% |