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 | $31,163 | $57,016-45.3% | $84,966-63.3% | $80,856-61.5% |
| Participation rate | 26.8% | 56.3%-29.5pp | 67.5%-40.7pp | 67.6%-40.8pp |
| Annual return | 11.47% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,892 | $3,110-7.0% | $4,519-36.0% | $4,296-32.7% |
| Admin fee / account holder | $1,876 | $4,980-62.3% | $6,149-69.5% | $6,918-72.9% |