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 | $42,742 | $88,707-51.8% | $74,183-42.4% | $273,961-84.4% |
| Participation rate | 43.8% | 79.4%-35.7pp | 76.6%-32.9pp | 83.0%-39.3pp |
| Annual return | 3.96% | 11.94%-8.0pp | 17.74%-13.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,906 | $4,212-7.3% | $3,550+10.0% | $5,287-26.1% |
| Admin fee / account holder | $3,195 | $8,717-63.3% | $5,586-42.8% | $10,132-68.5% |