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 | $39,486 | $76,407-48.3% | $150,298-73.7% | $82,448-52.1% |
| Participation rate | 43.3% | 66.4%-23.1pp | 77.8%-34.5pp | 68.1%-24.8pp |
| Annual return | 14.88% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,838 | $3,214-11.7% | $5,453-48.0% | $4,139-31.4% |
| Admin fee / account holder | $6,956 | $6,352+9.5% | $14,116-50.7% | $7,234-3.9% |