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 9-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 | $62,481 | $95,803-34.8% | $113,168-44.8% | $84,808-26.3% |
| Participation rate | 57.3% | 72.9%-15.6pp | 76.6%-19.3pp | 68.3%-11.0pp |
| Annual return | 15.90% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,351 | $4,242-21.0% | $5,107-34.4% | $4,212-20.4% |
| Admin fee / account holder | $1,849 | $8,989-79.4% | $12,068-84.7% | $7,344-74.8% |