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 | $44,343 | $59,101-25.0% | $77,163-42.5% | $75,163-41.0% |
| Participation rate | 11.9% | 63.9%-52.0pp | 69.6%-57.7pp | 67.2%-55.3pp |
| Annual return | 13.48% | 26.71%-13.2pp | 37.87%-24.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,117 | $2,999-29.4% | $3,833-44.8% | $4,125-48.7% |
| Admin fee / account holder | $8,701 | $4,774+82.3% | $5,472+59.0% | $5,651+54.0% |