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 | $58,762 | $87,013-32.5% | $106,213-44.7% | $80,856-27.3% |
| Participation rate | 60.3% | 70.4%-10.1pp | 75.3%-14.9pp | 67.6%-7.3pp |
| Annual return | 15.88% | 17.05%-1.2pp | 116.14%-100.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,765 | $3,986-30.6% | $5,016-44.9% | $4,296-35.6% |
| Admin fee / account holder | $1,477 | $8,431-82.5% | $11,033-86.6% | $6,918-78.6% |