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 | $19,113 | $56,277-66.0% | $80,975-76.4% | $62,891-69.6% |
| Participation rate | 40.0% | 69.0%-29.0pp | 75.8%-35.8pp | 69.3%-29.3pp |
| Annual return | 7.71% | 22.12%-14.4pp | 17.10%-9.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,413 | $4,195-42.5% | $5,696-57.6% | $3,203-24.7% |
| Admin fee / account holder | $3,595 | $3,741-3.9% | $5,516-34.8% | $4,296-16.3% |