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 | $71,260 | $57,065+24.9% | $75,670-5.8% | $70,131+1.6% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.3%-22.3pp | 69.5%-19.5pp |
| Annual return | 12.69% | 23.57%-10.9pp | 27.34%-14.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,419 | $2,580-45.0% | $3,142-54.9% | $3,332-57.4% |
| Admin fee / account holder | $1,605 | $3,825-58.0% | $5,800-72.3% | $4,645-65.4% |