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 | $32,453 | $96,956-66.5% | $70,014-53.6% | $273,961-88.2% |
| Participation rate | 29.4% | 77.1%-47.7pp | 71.8%-42.4pp | 83.0%-53.6pp |
| Annual return | 5.74% | 12.93%-7.2pp | 12.99%-7.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,083 | $3,744-17.7% | $2,931+5.2% | $5,287-41.7% |
| Admin fee / account holder | $2,573 | $7,934-67.6% | $4,380-41.3% | $10,132-74.6% |