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 | $25,936 | $56,277-53.9% | $80,975-68.0% | $62,891-58.8% |
| Participation rate | 44.4% | 69.0%-24.5pp | 75.8%-31.4pp | 69.3%-24.9pp |
| Annual return | 7.11% | 22.12%-15.0pp | 17.10%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,232 | $4,195-46.8% | $5,696-60.8% | $3,203-30.3% |
| Admin fee / account holder | $764 | $3,741-79.6% | $5,516-86.1% | $4,296-82.2% |