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 | $61,714 | $94,625-34.8% | $116,228-46.9% | $84,808-27.2% |
| Participation rate | 51.7% | 70.4%-18.7pp | 74.6%-22.8pp | 68.3%-16.6pp |
| Annual return | 15.28% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,183 | $3,972+5.3% | $4,953-15.5% | $4,212-0.7% |
| Admin fee / account holder | $20,423 | $10,091+102.4% | $11,989+70.3% | $7,344+178.1% |