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 | $27,225 | $65,557-58.5% | $64,056-57.5% | $71,457-61.9% |
| Participation rate | 33.3% | 73.2%-39.8pp | 72.3%-39.0pp | 67.9%-34.6pp |
| Annual return | 18.55% | 18.94%-0.4pp | 33.69%-15.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,305 | $3,626-64.0% | $3,880-66.4% | $4,289-69.6% |
| Admin fee / account holder | $6,404 | $616+939.6% | $3,068+108.7% | $1,587+303.4% |