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 | $26,683 | $48,076-44.5% | $78,689-66.1% | $62,891-57.6% |
| Participation rate | 35.5% | 65.2%-29.7pp | 73.6%-38.1pp | 69.3%-33.8pp |
| Annual return | 6.02% | 31.35%-25.3pp | 62.18%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $983 | $2,588-62.0% | $3,517-72.1% | $3,203-69.3% |
| Admin fee / account holder | $1,601 | $3,207-50.1% | $4,510-64.5% | $4,296-62.7% |