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 | $31,187 | $74,927-58.4% | $101,794-69.4% | $84,808-63.2% |
| Participation rate | 47.9% | 61.4%-13.5pp | 69.2%-21.3pp | 68.3%-20.4pp |
| Annual return | 15.16% | 18.70%-3.5pp | 30.53%-15.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,352 | $3,099-24.1% | $4,084-42.4% | $4,212-44.1% |
| Admin fee / account holder | $1,911 | $6,514-70.7% | $8,777-78.2% | $7,344-74.0% |