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 | $55,666 | $90,503-38.5% | $78,689-29.3% | $273,961-79.7% |
| Participation rate | 35.0% | 76.5%-41.5pp | 73.6%-38.6pp | 83.0%-48.0pp |
| Annual return | 5.53% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,060 | $3,901-72.8% | $3,517-69.9% | $5,287-79.9% |
| Admin fee / account holder | $52,906 | $5,263+905.2% | $4,510+1073.0% | $10,132+422.2% |