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 | $57,057-45.4% | $85,009-63.3% | $80,874-61.5% |
| Participation rate | 26.8% | 56.4%-29.5pp | 67.5%-40.7pp | 67.6%-40.8pp |
| Annual return | 11.47% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,892 | $3,112-7.1% | $4,522-36.0% | $4,297-32.7% |
| Admin fee / account holder | $1,876 | $4,986-62.4% | $6,153-69.5% | $6,935-72.9% |