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 | $39,425 | $81,460-51.6% | $103,333-61.8% | $80,856-51.2% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.6%-35.5pp |
| Annual return | 18.44% | 25.55%-7.1pp | 24.88%-6.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,238 | $3,869-42.1% | $5,057-55.7% | $4,296-47.9% |
| Admin fee / account holder | $7,693 | $6,566+17.2% | $8,355-7.9% | $6,918+11.2% |