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 | $31,583 | $39,122-19.3% | $57,179-44.8% | $62,891-49.8% |
| Participation rate | 45.0% | 70.5%-25.5pp | 75.3%-30.3pp | 69.3%-24.3pp |
| Annual return | 9.14% | 9.23%-0.1pp | 14.59%-5.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,550 | $2,374-34.7% | $3,096-49.9% | $3,203-51.6% |
| Admin fee / account holder | $410 | $2,592-84.2% | $3,139-86.9% | $4,296-90.5% |