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 | $46,688 | $80,968-42.3% | $96,544-51.6% | $75,163-37.9% |
| Participation rate | 42.3% | 71.8%-29.5pp | 76.0%-33.7pp | 67.2%-24.9pp |
| Annual return | 14.09% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,640 | $3,928-32.8% | $4,851-45.6% | $4,125-36.0% |
| Admin fee / account holder | $3,796 | $6,724-43.5% | $8,252-54.0% | $5,651-32.8% |