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 | $44,435 | $45,035-1.3% | $62,995-29.5% | $70,131-36.6% |
| Participation rate | 27.8% | 69.5%-41.7pp | 74.8%-47.0pp | 69.5%-41.8pp |
| Annual return | 16.47% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,323 | $2,051-35.5% | $2,759-52.0% | $2,342-43.5% |
| Participant deferral / active EE | $834 | $2,465-66.2% | $3,329-74.9% | $3,332-75.0% |
| Admin fee / account holder | $6,240 | $2,834+120.2% | $3,600+73.3% | $4,645+34.3% |