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 | $26,793 | $45,035-40.5% | $62,995-57.5% | $70,131-61.8% |
| Participation rate | 43.2% | 69.5%-26.3pp | 74.8%-31.6pp | 69.5%-26.3pp |
| Annual return | 19.80% | 18.76%+1.0pp | 87.57%-67.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,736 | $2,465-29.6% | $3,329-47.9% | $3,332-47.9% |
| Admin fee / account holder | $1,108 | $2,834-60.9% | $3,600-69.2% | $4,645-76.1% |