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 | $15,362 | $43,075-64.3% | $74,583-79.4% | $62,891-75.6% |
| Participation rate | 48.8% | 58.1%-9.3pp | 68.1%-19.3pp | 69.3%-20.5pp |
| Annual return | 5.92% | 17.50%-11.6pp | 20.47%-14.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,320 | $2,389-44.8% | $3,458-61.8% | $3,203-58.8% |
| Admin fee / account holder | $601 | $2,840-78.8% | $4,138-85.5% | $4,296-86.0% |