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 | $19,711 | $48,076-59.0% | $78,689-75.0% | $62,891-68.7% |
| Participation rate | 67.3% | 65.2%+2.1pp | 73.6%-6.3pp | 69.3%-2.0pp |
| Annual return | 8.25% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,583 | $2,588-38.8% | $3,517-55.0% | $3,203-50.6% |
| Admin fee / account holder | $1,447 | $3,207-54.9% | $4,510-67.9% | $4,296-66.3% |