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 | $39,028 | $65,365-40.3% | $92,893-58.0% | $72,985-46.5% |
| Participation rate | 59.2% | 68.3%-9.1pp | 76.0%-16.8pp | 69.5%-10.3pp |
| Annual return | 23.40% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,528 | $3,128-51.2% | $4,236-63.9% | $3,607-57.6% |
| Admin fee / account holder | $2,845 | $4,251-33.1% | $5,794-50.9% | $5,124-44.5% |