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 | $17,045 | $49,227-65.4% | $70,449-75.8% | $79,858-78.7% |
| Participation rate | 62.7% | 69.2%-6.5pp | 75.1%-12.4pp | 69.6%-7.0pp |
| Annual return | 14.54% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,072 | $2,768-61.3% | $3,709-71.1% | $3,740-71.3% |
| Admin fee / account holder | $1,998 | $2,878-30.6% | $3,845-48.0% | $5,306-62.3% |