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 | $66,596 | $70,475-5.5% | $100,516-33.7% | $79,858-16.6% |
| Participation rate | 29.0% | 73.7%-44.7pp | 79.4%-50.4pp | 69.6%-40.6pp |
| Annual return | 12.84% | 21.90%-9.1pp | 30.89%-18.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,998 | $5,181-42.1% | $6,270-52.2% | $3,740-19.8% |
| Admin fee / account holder | $13,862 | $4,478+209.5% | $8,081+71.5% | $5,306+161.2% |