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 | $55,307 | $56,897-2.8% | $84,750-34.7% | $62,891-12.1% |
| Participation rate | 40.0% | 68.5%-28.5pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 6.35% | 6.30%0pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,345 | $2,709-50.3% | $3,712-63.8% | $3,203-58.0% |
| Admin fee / account holder | $9,881 | $3,581+175.9% | $5,332+85.3% | $4,296+130.0% |