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 | $72,319 | $73,787-2.0% | $98,716-26.7% | $82,448-12.3% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.3%-34.0pp | 68.1%-32.8pp |
| Annual return | 14.46% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,065 | $3,081-0.5% | $4,048-24.3% | $4,139-25.9% |
| Admin fee / account holder | $4,979 | $6,500-23.4% | $8,703-42.8% | $7,234-31.2% |