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 | $71,871 | $87,870-18.2% | $113,168-36.5% | $74,304-3.3% |
| Participation rate | 51.3% | 70.7%-19.4pp | 76.6%-25.2pp | 60.3%-9.0pp |
| Annual return | 17.10% | 26.44%-9.3pp | 24.27%-7.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,384 | $4,241-20.2% | $5,107-33.7% | $3,767-10.2% |
| Admin fee / account holder | $1,128 | $3,368-66.5% | $12,068-90.7% | $2,969-62.0% |