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 | $71,654 | $73,933-3.1% | $96,683-25.9% | $75,163-4.7% |
| Participation rate | 61.3% | 66.4%-5.2pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 18.95% | 26.70%-7.8pp | 35.69%-16.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,521 | $3,659-31.1% | $4,878-48.3% | $4,125-38.9% |
| Admin fee / account holder | $1,981 | $5,216-62.0% | $6,730-70.6% | $5,651-65.0% |