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 | $13,860 | $45,073-69.3% | $69,455-80.0% | $72,985-81.0% |
| Participation rate | 40.6% | 68.5%-27.9pp | 74.6%-34.0pp | 69.5%-28.9pp |
| Annual return | 13.10% | 22.65%-9.5pp | 28.97%-15.9pp | 81.00%-67.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,118 | $2,602-18.6% | $3,535-40.1% | $3,607-41.3% |
| Admin fee / account holder | $7,418 | $3,056+142.8% | $3,839+93.2% | $5,124+44.8% |