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 | $24,543 | $45,073-45.5% | $69,455-64.7% | $72,985-66.4% |
| Participation rate | 43.1% | 68.5%-25.4pp | 74.6%-31.5pp | 69.5%-26.3pp |
| Annual return | 20.34% | 22.65%-2.3pp | 28.97%-8.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,783 | $2,602-31.5% | $3,535-49.6% | $3,607-50.6% |
| Admin fee / account holder | $8,791 | $3,056+187.7% | $3,839+129.0% | $5,124+71.6% |