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 | $30,797 | $88,707-65.3% | $74,183-58.5% | $273,961-88.8% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | 5.41% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,779 | $4,212-57.7% | $3,550-49.9% | $5,287-66.3% |
| Admin fee / account holder | $1,765 | $8,717-79.7% | $5,586-68.4% | $10,132-82.6% |